Personal Banker (PB)

กรุงเทพฯ
งานประจำ
ฟูลไทม์

8 วันที่ผ่านมา

About UOBUnited 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 DescriptionJob Summary**The Personal Banker (PB) at UOB (Thai) Public Company Limited is responsible for building and maintaining strong relationships with individual customers, providing tailored financial advice, and selling a range of banking products and services to meet their needs.Job Responsibilities**

Proactively identify and acquire new individual customers, leveraging referrals and networking opportunities.
Manage and grow an existing portfolio of individual customers, fostering long-term relationships through regular engagement and personalized service.
Conduct thorough financial needs analysis for customers to understand their goals and risk profiles.
Recommend and cross-sell appropriate banking products, including savings accounts, current accounts, fixed deposits, loans, credit cards, investment products, and insurance, in line with customer needs and bank policies.
Process customer transactions efficiently and accurately, ensuring adherence to all operational procedures and regulatory requirements.
Provide excellent customer service, resolving inquiries and complaints promptly and professionally.
Educate customers on digital banking channels and promote their usage.
Achieve individual sales targets and contribute to team performance.
Stay updated on market trends, competitor activities, and new product offerings.
Adhere to all compliance, regulatory, and internal control policies and procedures.

Job Qualifications**

Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field.
Proven experience in sales and customer service, preferably within the banking or financial services industry.
Strong understanding of retail banking products and services.
Excellent interpersonal, communication, and negotiation skills.
Ability to build rapport and trust with customers.
Results-oriented with a strong drive to achieve sales targets.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Fluency in Thai and good command of English (both written and spoken).
Possession of relevant financial licenses (e.g., Investment Consultant license, Insurance Agent license) will be an advantage.

Additional RequirementsBe a Part of the UOB FamilyUOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.Apply now and make a Difference

UOB

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