UOB (Thai) Public Company Limited
Financial Services
PersonalBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Banker at UOB (Thai) Public Company Limited. Skills: Sales, Client relationships, Banking products. Cultivate and manage a portfolio of individual clients. Act as primary point of contact for clients”
What You'll Achieve.
Achieve sales targets; Contribute to branch performance
Industry & Context.
What They're Looking For.
Must Have
Bachelor's degree in Business Administration, Finance, Marketing, or a related field, Minimum of 2 years of experience in a customer service or sales role within the banking or financial services industry, Proven track record of achieving sales targets, Proven track record of building client relationships, Proficiency in Microsoft Office Suite, Fluency in Thai, Good command of English
Nice to Have
Experience as a Personal Banker, Knowledge of relevant banking regulations, Knowledge of compliance requirements, Possession of relevant financial licenses, Possession of certifications
What You'll Do.
Cultivate and manage a portfolio of individual clients
Act as primary point of contact for clients
Identify client financial goals
Recommend appropriate UOB products and services
Process banking transactions accurately and efficiently
Adhere to UOB policies and procedures
Adhere to regulatory requirements
Educate clients on digital banking platforms
Encourage adoption of digital banking platforms
Address client inquiries
Resolve client issues
Handle client complaints professionally
Escalate complex matters when necessary
Stay updated on market trends
Stay updated on competitor offerings
Stay updated on UOB product developments
Achieve individual sales targets
Achieve team sales targets
Contribute to branch performance
Maintain customer service excellence
Ensure positive banking experience
Ensure seamless banking experience
Comply with internal controls
Comply with compliance regulations
Comply with anti-money laundering policies
How You'll Work.
Team & Collaboration
Work as one team
Communication Scope
Communication skills; Interpersonal skills
Full Job Description
Company: 2501 UOB (Thai) Public Company Limited **About UOB** United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. **Job Description** Job Summary** The Personal Banker at UOB (Thai) Public Company Limited is a customer-facing role responsible for building and maintaining strong relationships with individual clients. This position involves understanding client financial needs, providing expert advice on banking products and services, and facilitating transactions to achieve both client satisfaction and business growth. Job Responsibilities** * Cultivate and manage a portfolio of individual clients, acting as their primary point of contact for all banking needs. * Identify client financial goals and recommend appropriate UOB products and services, including savings accounts, current accounts, fixed deposits, loans, credit cards, and investment solutions. * Proactively engage with clients to deepen relationships, cross-sell relevant products, and identify opportunities for wealth management services. * Process various banking transactions accurately and efficiently, adhering to all UOB policies, procedures, and regulatory requirements. * Educate clients on digital banking platforms and encourage their adoption for convenient and secure transactions. * Address client inquiries, resolve issues, and handle complaints professionally a
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