Bancassurance Advisor

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Tower, MI, USA
In-Office
Fintech • Payments • Financial Services
The Role

If you are looking to excel and make a difference, take a closer look at us…

Functional (job responsibilities)
  • Attend to walk-in Priority Banking customers on various banking transaction needs and resolving problems/complaints within specified TAT & accurately
  •  Handle customer enquiries, complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
  • Share information on Campaign or current promotion with customers & cross sell products such as Credit Card, SMF, etc
  • 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)
  • Check through documents/forms submitted by RMs to ensure compliance requirements (AML / FATCA & CRS / FEAR) are met.
  • Perform call back to customers on confirmation of sales and banking transaction
  • Responsible for the upkeep of the Priority Banking Center (PBC) and ensuring all facilities, equipment and stationaries are sufficiently provided.
  • Develop and carry out an efficient documentation and filing system to ensure all important documentation is organized and up-to-date.

Education/Qualification

  • Degree holder in Finance or other related filed.
  • CFP certification is a plus.

Experience

  • 3 years and above relevant experience in a financial institution.

Special Skills

  • Working proficiency level for written and spoken communication skills.
  • Knowledge of the latest products, trends and benefits in the industry.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

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The Company
Kuala Lumpur, Wilayah Persekutuan
6,612 Employees
Year Founded: 1905

What We Do

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country. With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture. Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services

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