Client Advisor Medan (Avp)

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

Client Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Focus on sales and ensure all the activities fully comply with regulation and service the customer correctly.

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SALES

• Cross-sell
• Provide product consultation
• Keep track of customer communications and transactions
• Introduce and explain products / promotions
• Stay updated on Citibank products and promotions, and preferably also market products, players, and trends
• Handle customer account-related administrative procedures / paperwork
• Account opening
• Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
• Conduct daily and weekly planning of sales activities in order to reach those targets

SERVICE

• Ensure overall customer satisfaction
• Regular courtesy calls – to check up on customers, not just for sales purposes
• Establish and maintain good relationships with customers:
• Profiling: understand needs, preferences, life styles
• Uphold an overall superior service standard that is in line with Client Advisor Wealth Management banking image and reputation
• Solve customer issues
• Product inquiries
• Conduct financial planning

PEOPLE

• Serve as focal point between Client Advisor customer acquisition team and Client Advisor telebanking team in ensuring seamless synchronization of customer knowledge
• Work closely with ALL members of the branch team

COMPLIANCE

• All sales activities must be done in compliance with company and government regulations and policies

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.