CE-AF Retention Officer

Posted Yesterday
Be an Early Applicant
Singapore, SGP
In-Office
Entry level
Financial Services
The Role
Handle inbound and outbound customer calls about credit cards, CashPlus, Smart Pay, annual fees and unsecured loans. Resolve inquiries, document interactions in CRM, follow up on applications, cross-sell products, escalate complex issues, meet service and sales KPIs, and comply with data privacy and operational guidelines.
Summary Generated by Built In
Company: 1011 United Overseas Bank Ltd

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

Customer Engagement Officers are responsible to deliver exceptional customer service through inbound and outbound call activities, supporting customers with inquiries and requests related to Credit Cards, CashPlus, and Unsecured Loans, while actively identifying opportunities for cross-selling relevant products and services.

Key Responsibilities:

  • Handle inbound and outbound calls professionally and efficiently, ensuring a positive customer experience.
  • Handles customer enquiries on Credit Cards, CashPlus, Smart Pay, Annual Fees and Unsecured Loans, including account information, product features, and application status.
  • Perform cross-selling of financial products and services based on customer needs and eligibility.
  • Ensure accurate and timely documentation of customer interactions in CRM systems.
  • Follow up on pending documentation and application requirements via email and phone.
  • Adhere to compliance, data privacy, and operational guidelines.
  • Escalate complex or unresolved issues to the appropriate teams for further handling.
  • Meet individual and team KPIs, including service quality, productivity, and sales targets.
  • 5 days’ work week, Over-Time applicable whenever required by Management.

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the UOB Family

UOB 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

Skills Required

  • Handle inbound and outbound customer calls professionally and efficiently
  • Respond to enquiries on Credit Cards, CashPlus, Smart Pay, Annual Fees and Unsecured Loans
  • Perform cross-selling of financial products and services based on customer needs
  • Accurate and timely documentation of customer interactions in CRM systems
  • Follow up on pending documentation and application requirements via email and phone
  • Adhere to compliance, data privacy, and operational guidelines
  • Meet individual and team KPIs, including service quality, productivity, and sales targets
  • Availability for a five-day work week and overtime when required by management
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The Company
HQ: Singapore
25,000 Employees
Year Founded: 1935

What We Do

We’re here to do Right By You. At UOB, we aspire to build a better future for the people and businesses in the region. Through our extensive network and suite of capabilities, we offer financial solutions to the people and businesses within, and connecting with ASEAN. We create solutions tailored to your unique needs through data and relationship-led insights. Our comprehensive regional network and one-bank approach connects your business to new opportunities in ASEAN. We help businesses to advance responsibly and guide personal wealth to grow sustainably. We foster inclusiveness and environmental well-being for stronger societies. This is how we stay committed to forging a sustainable future for generations to come. Note: For the terms of use of our LinkedIn channel, please visit: https://go.uob.com/socialmedia

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