Personal Banker (PB)

• Proactively identify customer financial needs and recommend suitable banking products and services, including deposits, loans, investments, and insurance.
• Acquire new customers through various channels and expand the existing customer base.
• Manage and grow a portfolio of individual customers, ensuring high levels of customer satisfaction and retention.
• Conduct financial needs analysis and provide personalized financial planning advice to customers.
• Process customer transactions efficiently and accurately, including account opening, loan applications, and investment subscriptions.
• Ensure compliance with all internal policies, procedures, and external regulatory requirements.
• Resolve customer inquiries and complaints promptly and professionally, escalating issues when necessary.
• Maintain up-to-date knowledge of UOB's products and services, as well as market trends and competitor offerings.
• Collaborate with internal teams, such as product specialists and credit departments, to deliver integrated financial solutions.
• Achieve individual and team sales targets and contribute to the overall business growth of the branch.

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

UOB