Priority Banking Service Relationship Manager (Canada)

Priority Banking Service Relationship Manager (Canada)

11 Apr
|
Hong Leong Bank Berhad
|
Canada

11 Apr

Hong Leong Bank Berhad

Canada

Description

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- Take ownership of customers issues of the PBC, from enquiries to complaints and following problems through to resolution

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- Maintains quality service by enforcing quality and customer service standards, analyzing and resolving quality and customer service problems, and recommending system improvements.

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- Take the extra mile to engage customers and build sustainable relationships and trust with customer.

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- Ensure walk-in PB customers are attended in a timely & accurately manner

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- Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc

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- Sales referral to RMs on PB upgrade and investment products. (ensure comply to NCNS policy - ONLY perform referral, unless FIMM/IPPC/BANCA license has been obtained)

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- Ensure documents/forms submitted by RMs are checked thoroughly so that risk & compliance requirements (AML / FATCA & CRS / FEAR, etc) are met.

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- Ensure call back is performed to customers on confirmation of sales and banking transaction

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- Responsible for the upkeep of the Priority Banking Center (PBC) and ensure all facilities, equipment and stationaries are sufficiently provided.

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- Develop and carry out an productive documentation and filing system to ensure all important documentation are organized and up-to-date.

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- Meet personal / PBC team sales and service targets.

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Job Requirements:

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- Undergraduate degree in Accounting/Banking/Investment/Finance or a related field from any recognized colleges or university.

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- Minimum 3-5 years of relevant experience in a financial institution

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- Excellent interpersonal skills.

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- Highly motivated and result-driven

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- Proficient in MS Office such as PowerPoint, Excel, and Words

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- Open to Malaysian citizens only

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📌 Priority Banking Service Relationship Manager (Canada)
🏢 Hong Leong Bank Berhad
📍 Canada

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