Universal Banker - Telesales

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, Thailand and Vietnam, 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.

About the Department

We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

Job Responsibilities

• Maintain and increase relationship balances, cross-sell additional banking products, partner with team to refer potential investment referrals, acquire new clients.

• Perform periodic reviews and updates of clients’ profiles.

• Understand client needs matching them with the appropriate set of products and services.

• Managing a book of business comprised of clients residing in multiple countries, across different time zones.

• Articulate business’s value proposition, matching clients with the correct set of products and services.

• Providing timely responses to client service requests, received via telephone or email. Channel such client service requests to the appropriate service and or back-office team(s).

• Increasing and retaining deposits, and by cross selling additional banking products. Also supporting client requests for credit cards.

• Fully responsible for KYC activities, specifically addressing periodic reviews of customer profiles and partnering with UOB’s AML and Compliance departments to ensure risks are properly assessed and managed. Completing these AML alerts with the highest levels of quality, and to complete such alerts within specific time frames set by the business.

• Remediating any valid errors and/or observations identified during quality reviews of their cases and following the appropriate dispute process for any disputed errors. Participate in any corrective action that requires their engagement.

• Knowing and understanding all AML risks associated with client relationships under their management. Recommending or agreeing in certain cases if relationships are to be exited.

• Executing specific client contact campaigns as defined by Sales Management.

• Assess risk when business decisions are made, demonstrating for the firm's reputation and safeguarding UOB group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Job Requirements

• 2-4 years’ experience in Sales or Customer Service.

• Experience within financial services (banking, insurance, investments).

• Basic understanding of Know-Your-Customer and AML concepts applicable to the Financial Services industry.

• Demonstrated influencing and sales skills.

• Knowledge on the bank's products

• Consistently demonstrates clear and concise written and verbal communication skills.

• Conveys ideas effectively in oral Tele-sales skill and persuasive/effective pitch skill Customer service-oriented mindset.

• Proficient in Microsoft Office Tele-sales manner

• Preventive efforts to manage customer complaints.

• Proactive attitude

Be a part of 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.