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Senior Officer, Online Account Opening (OAO) Coach, Business Banking

Posting Date:  14-Mar-2023

Singapore (City Area), Singapore, 048624

Company:  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.

About the Department

The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services. 

Business Banking  

We develop integrated products and services targeted at helping small and medium-sized enterprises across the region progress through different stages of growth. These include innovative solutions and initiatives in areas of working capital loans, operational efficiency and currency exposure.  

Job Responsibilities

Process Online Account Opening (OAO) documentation in accordance to Bank’s guidelines and SLA agreement to ensure effective and efficient onboarding of corporate accounts. 

  • Contact potential clients to invite them to open account online with UOB and guide client through the online account opening platform
  • After client successfully completed the account application online, to process the application received via the Bank’s online system
  • Perform documentation checks to ensure completeness and in compliance with bank’s corporate account onboarding requirements; including name screening and research on google
  • Follow up with applicant (if necessary) to validate information submitted
  • Coordinate with relevant stakeholders (touchpoints) relating to customer’s application that come from other funnels
  • Process applications for Manager’s approval
  • Facilitate opening of account and setting up of ancillary services with the processing unit
  • Perform data maintenance and reporting
  • Other duties as assigned by line manager

Job Requirements

  • Enthusiastic personnel
  • Comfortable presenting products or services over the phone as well as dealing with complaints and doubts.
  • Ability to learn about products and services and describe/ explain them to prospects
  • Good knowledge of English/Mandarin in both written and communication skills
  • Possess customer centric mindset
  • Proficient in MS Office applications such as Excel and Word

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.

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