Senior Officer, Customer Assurance Officer, Personal Financial Services

Senior Officer, Customer Assurance Officer, Personal Financial Services

United Overseas Bank Limited
Not Specified
Not Specified

Job Description

Job Responsibilities
Reporting to Team Head, Customer Assurance Team, your key responsibilities include:
• Review, understand and record customer’s ‘MWP’ (My Wealth Planner) details into a consolidated file for callback
• Perform callback to obtain acknowledgment on the Wealth product(s) purchased
• Update the outcomes of the callbacks in consolidated file
• Perform analysis of call outcomes
• Perform ad-hoc assignments (that include administrative matters and ad-hoc phone calls per bank’s strategic directive as assigned) from time to time
Job Requirements
• Possess good telephony skills, pleasant voice and charisma over the phone
• Customer-centric and interpersonal ability to handle challenging calls (and customers) and phone communication is critical
• Good interpersonal communication skills to effectively interact with colleagues and external parties
• Knowledge of and familiarity with FAA regulations, customer’s MWP and the selling of investments and insurance Products will be an advantage
• A desk-bound job and working overtime and/or staggered hours may be needed when necessary.
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.

Job Details

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.

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