Universal Banker (UB)

Job Responsibilities

•Responsible to provide sales & advisory to existing & new clients based on their financial needs for:-

i.Lending Domain (Mortgage, ASB Financing & SME);

ii.Wealth Management Domain (Investment & Protection); and

iii.Cross-selling other products under CFS.

•Responsible for processing and submission of loan application for approval, to closely follow-up on the acceptance until disbursement of Mortgage, ASB Financing and SME Financing.

•Responsible and ensure quality of sales application process within stipulated Turnaround Time (TAT).

•Be guided by Certified Financial Planner (CFP) rules & regulations in providing investment advisory to customers.

•Participate in sales launches, marketing activities and data mining for potential customer and source for new business.

•To maintain and uphold service standards set by the management and uphold corporate responsibility at all times.

•Take proactive/ preventive measures to enhance asset quality.

•Continuously establish and enhance relationship with the local communities in or within the business areas.

•To attend to all leads provided by branch/ center staff.

Job Requirements

1.Minimum 3 years of experience and proven track record in sales and/ or advisory field.

2.Broad knowledge of Maybank’s products (i.e. Mortgage, ASB Financing, Investment, SME Loan, etc.)

3.Possess good interpersonal skills with the ability to interact and build relationship with various people at all levels.

4.Able to think creatively, result oriented and high performance driven.

5.Able to work under pressure and meeting tight deadlines, independent and a good team player & excellent interpersonal skills.

6.Must fully understand the product features and life style needs & have strong balance of relationship management, customer and result orientation.

7.Added advantage for those who have these licenses: FIMM, IPPC, PCE, CEILI, TBE

8.Possess good marketing and selling skills with strong command of written and spoken English.

9.High self-confidence, energetic, pleasant personality.