Job Description

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.


Personal Financial Services

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

  • Mengajukan perpanjangan special rate deposito dan deposito baru serta melakukan rekap special rate untuk weekly report
  • Melakukan penginputan pembukaan rekening (usernya sama dengan CS) beserta pendokumentasian nya
  • Membantu team sales dalam melakukan transaksi operasional, seperti : mempersiapkan dokumen, penjalanan transaksi di operasional (pembukaan rekening, Reksadana, Obligasi, Bancassurance atau transaksi Wealth lainnya) serta callback nasabah jika risk profile nasabah terjadi missmatch 2 level
  • Membuat laporan harian dan mingguan penjualan team sales ke Team Head/GSM/Sales Head Segment Head
  • Pengiriman dokumen pembelian/pengalihan/ pencairan asuransi Prudential, serta dokumen pendukung lainnya ke kantor pusat/ bagian terkait / Prudential
  • Melakukan pemeriksaan kelengkapan dokumen pembukaan rekening dan pembelian reksa dana, seperti: kelengkapan form checklist, kelengkapan risk profile, callback missmatch
  • Melakukan self assesment / Mempersiapkan audit dalam rangka membantu team internal control / team internal audit
  • Pengajuan expense serta merekap dan melakukan pengecekan untuk report monthly expense
  • Melakukan pengecekan perfomance dan melakukan proses lintas segment (mapping) dengan pembuatan nota mapping/ penginputan SWR ke PFS Performance management utk perhitungan performance untuk KPI team sales DII SND
  • Melakukan pengajuan Form Gift Redemption untuk Nasabah atau yang berhubungan dengan loyalty & benefit program khusus nasabah Privilege banking, dan melakukan compile report untuk pemberian gift tsb

Job Requirements

  • Customer orientation and ability to adapt/respond to different types of characters
  • Excellent communication skill
  • Ability to multi-task, prioritize and manage time effectively
  • Patience when handling tough cases
  • Having experience with Customer Service or similar to CS role is a plus
  • Familiar with Microsoft Office especially Excel

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.

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Job Detail

  • Job Id
    a92092c43709d36e
  • Location
    id
  • Company
  • Type
    Private
  • Employment Status
    Permanent
  • Positions
    Available
  • Career Level
    Experience
  • Gender
    Male/Female

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