Manager - Personal Financial Services (Business Campaign & Analytics)

Reposted 18 Days Ago
Be an Early Applicant
Tower, MI, USA
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
The role involves managing personal financial services campaigns, enhancing customer journeys, training teams, and analyzing campaign performance metrics.
Summary Generated by Built In

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

Job Description
Compliance and Control – main gate keeper to ensure scripts and customer journey set up are correct before going live.Revenue Optimization – liaison person to understand business requirements, facilitate effective collaboration with biz, review pre and post camp analysis for continuous improvements. Product specialist –Master the business. Design and implement continuous training curriculum for the team. Lead Transformation – transform current team from general analysts to product specialists who can handle complex business problems and improve first call resolution.Functional (job responsibilities)Product Mastery and Strategy
  • Deep dive into our Unsecured Lending products to understand how the business is run.
  • Identify gaps in current workflow and implement smarter and faster ways to achieve business goals through data driven insights.
Team Development and “Specialist” Training
  • Act as the primary subject matter expert for the team, moving them away from general processing toward specialized product knowledge.
  • Create and maintain training materials, cheat sheets and best practise guides.
Operational Oversight
  • Pipeline Management: Monitor daily request volumes and build prioritization based on impact to business goals. Ensure team is meeting turnaround times without sacrificing quality.
  • Serve as first point of contact for complex business problems.
Campaign Execution & Management:
  • Lead the campaign design based on data driven insights to achieve business goals.
  • Manage campaign calendars, ensure timely delivery and accuracy
Customer Journey Optimization:
  • Implement improvements to onboarding flows, activation series, re-engagement campaigns, and win-back programs.
  • Monitor customer behavior data to identify patterns and suggest proactive interventions to improve engagement and reduce churn.
Performance Monitoring & Reporting:
  • Track, analyze, and report on campaign performance metrics (e.g., open rates, click-through rates, conversion rates, churn rates, engagement levels).
  • Provide regular insights and recommendations to business teams for campaign optimization and strategy refinement.
  • Contribute to the development of customer lifecycle dashboards.
Data & System Management:
  • Ensure data integrity and accuracy within CRM and marketing automation platforms.
  • Assist in troubleshooting issues related to campaign deployment or data flow.
  • Stay updated on platform features and best practices to maximize tool utilization.
Team Development and “Specialist” Training
  • Act as the primary subject matter expert for the team, moving them away from general processing toward specialized product knowledge.
  • Create and maintain training materials, cheat sheets and best practise guides.

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.

Skills Required

  • Experience in data analysis and campaign management
  • Strong understanding of customer journey optimization
  • Ability to design and implement training materials
  • Expertise in CRM and marketing automation systems
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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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