Universal Banker - Telesales

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.