* Develop and manage a portfolio of individual customers, proactively identifying and addressing their financial needs.
* Introduce and cross-sell a wide range of banking products and services, including deposits, loans, investments, insurance, and digital banking solutions, to meet customer objectives.
* Conduct thorough financial needs analysis and provide personalized financial advice to customers.
* Process customer transactions efficiently and accurately, ensuring adherence to all internal policies and regulatory requirements.
* Resolve customer inquiries, complaints, and issues promptly and professionally.
* Actively participate in sales campaigns and initiatives to achieve individual and branch targets.
* Maintain up-to-date knowledge of UOB’s products, services, and market trends.
* Ensure compliance with all relevant banking laws, regulations, and internal procedures.
* Collaborate with other departments to deliver seamless customer service.