3,396 Retail Banking jobs in Singapore

As a Telesales Consultant, you will be responsible for handling client inquiries and promoting top-tier unsecured retail banking products in a dynamic environment.

This role offers a unique opportunity to work with energetic and customer-focused individuals who thrive in sales-driven environments.

With your exceptional communication and persuasion skills, you will be able to maintain premium service standards, cross-sell products, and recommend tailored solutions to customers.

We are looking for goal-driven professionals who can meet sales targets and excel in a fast-paced setting.

The role of Project Administrator involves overseeing the preparation and submission of Change Requests (CRs) to ensure timely delivery within business timelines and release calendars.

This includes leading and engaging the Retail Change Management (RCM) team, reviewing and validating CR submissions in alignment with System Development Methodology (SDM) governance standards, monitoring CR capacity against quarterly release budgets, and tracking CR progress.

Additionally, the successful candidate will facilitate and conduct Delivery Steering Committee meetings across Southeast Asia markets to provide CR updates and drive alignment.

• Bachelor's degree in Computer Science, Computer Information Systems, or a related field.
• At least 7-9 years' relevant experience in business and information technology, preferably in a Finance Institution.

• Project & Release Management such as Confluence, PPM
• Business Analysis & Documentation (BRD, FSD, Process mapping & Gap analysis)
• Presentation & Communication skill

Responsibilities

We are looking for qualified wealth-planning professionals to join our Retail Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers' unique needs and grow their wealth with us.

• Provide comprehensive financial advice and wealth management solutions for retail customers, including but not limited to insurance and unit trusts
• Be well-versed in the bank's products and services to address customers' financial needs
• Establish new customer relationships, proactively develop and manage your customer's wealth portfolio to generate revenue
• Consistently meet sales targets and all other deliverables

Requirements

• Diploma qualification or higher
• At least 1 year of relevant financial advisory experience in banking and/or financial services. Candidates with more years of relevant experience will be considered for a Senior Relationship Manager role.
• Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance
• Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets
• Good knowledge of wealth management and investment products, as well as industry trends

RESPONSIBILITIES

Products & Training

• Responsible in assisting AVP Product & Training in product development, launches, marketing communications, distribution, processes and systems set up
• Keep track on product life cycles and ensure that reviews and extension are completed on a timely basis
• Assist AVP Product Manager to complete market research for New Products implementation and/or Existing Products viability review
• Annual Review on bank product library, IBG Asset and Liabilities Review, Panel of lawyers and Mortgage Brokers to be conducted and submitted for approval
• Handle the Bancassurance and Unit Trust Submission to product partners within time line and validate documentation to be within the banks’ guidelines of Sales and Advisory.
• Responsible and follow up on customer's product enquiries received via the bank's communication channels
• Set and review service standards delivery by other support units to ensure high and efficient delivery of the service standards
• Work collaboratively with others, particularly the distribution channels, to achieve shared business goals and contribute towards building a collegial teamwork
• Co-ordinate RM training and skill enhancement requirements with the respective department or product partners to meet the annual CPD requirements
• Undertake other responsibilities or additional tasks as required from time to time to raise the standard of how we conduct retail business
• Recording Minutes of Sales Meetings
• Supporting, contributing, promoting and driving technology initiatives like Internet applications, mobile applications, etc towards promoting customer convenience and service excellence
• Any other role assigned by AVP Products/Head Retail

Bulk Remittance Processing

• End to End Management of the Bulk Remittance Transactions from the corporate arrangements in place
• A clear understanding of the process from receiving the required documents from the corporate, to preparation of the file after validating the values with the pdf attachments
• Sending the Transaction receipts to the corporate in the agreed format once RPC team has successfully processed the transactions

Administrative

• Monthly consolidation of reports required for RM Commission
• Perform data analysis for generating reports on periodic basis. Provide strong reporting and analytical information
• Be a focal point between branches and corporate office for approval, data and information request
• Handle Pricing and Product related approvals, deviations and issues arising from the product processes, involving coordination with credit, loan operations compliance, branches and other stakeholders
• Responsible to maintain product or product related registers/files to ensure proper safekeeping of information and documentation
• Scrutinize to ensure up-to-date information that is available on intranet and internet
• Compile Competitive Analysis of Deposit & Loan Interest Rates (weekly)
• Compilation of all the reports pertaining to retail banking / any other work allocated by Head Retail
• Maintain a record of all the Retail Policy renewal dates (maintained in Intranet)
• Preparing and Submitting Retail Review report to IBG
• Maintaining and sharing of data for reporting purposes

Code of Conduct and Code of Ethics

• The employee should ensure adherence to the Code of conduct and the Code of ethics stipulated by the Bank

REQUIREMENTS

• Diploma or Bachelor's Degree in Business, Finance, Banking, or related fields.
• 1 to 3 years in roles related to Financial advisory product management, training, or sales support within the financial services industry (MUST)
• Strong understanding of financial compliance and regulatory requirements in Singapore
• Working knowledge of Microsoft Office applications (e.g. Word, Excel, PowerPoint, etc)
• Self-motivated, goal orientated and able to work in a fast-paced environment
• Capable of managing multiple tasks and meeting deadlines in a dynamic environment.
• Meticulous, methodical and detail oriented

Key Responsibilities

• Assess and review existing housing loan accounts for conversion eligibility
• Prepare and submit loan conversion cases for credit approval
• Draft and verify customer loan conversion offer letters
• Monitor and follow up on approved conversions, including handling any rework of offer letters
• Conduct interviews with customers regarding loan redemption
• Support management and department initiatives through ad-hoc tasks and assignments

Requirements

• Minimum 1-2 years of experience in a related role, preferably within consumer banking
• Solid understanding of retail banking products, particularly in mortgage financing
• Strong interpersonal and communication skills, with the ability to engage and negotiate effectively across various stakeholders
• Competent in Microsoft Office tools, with an aptitude for data handling and analysis
• Demonstrates teamwork, service excellence, and the ability to work with speed and precision
• Independent, self-motivated, and resourceful in resolving issues and meeting deadlines

• Perform Retail Banking Transactions including Money Exchange, Remittance and Personal Account Management
• Handling operational matters, such as Inward/Outward Remittance (Meps Telegraphic transfer, Drafts, Cashier Order)
• Liaising with customer, banks, relationship managers on update/follow up issues
• Handling local and foreign cheques clearing and collection
• Handling foreign currency cash

Requirements:

• Experience in handling cash transaction and counter experience
• FRESH DEGREE HOLDER WELCOME TO APPLY

Interested candidates please email resume in MS Word format to

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

About the role
We are seeking a Customer Service Advisor to join our dynamic call centre team serving a leading client in the banking sector. In this full-time role based in the Singapore Central Region, you will be responsible for providing exceptional customer service and support to our clients' customers through a range of communication channels.

Training Programme Details

- There will be an initial 6 - 7 weeks training programme whereby you will be required to pass a On the Job Training, Role-Play, Theory Assessment (on different banking products/services/CRM System Usage/Business Processes) in order to be posted to your work teams (2 attempts given).

- Minimum attendance required (95%) in order to pass the training programme.

Shift Timings Weekends Shift:

Working Hours : 5 working days, 1 rest day and 1 off day per week, 42.5 hours per week, Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between, Rest Day and Off Day : Scheduled by Client (2 non-consecutive off-days per week, example: 1 weekday & 1 weekend depending on work schedule), Or otherwise advised by the Client

What you'll be doing

• Respond to inbound customer enquiries and requests via phone, email and chat in a professional and efficient manner

• Assist customers with a variety of banking-related tasks such as account management, product information, and troubleshooting

• Identify customer needs and offer appropriate solutions or referrals

• Maintain accurate records of customer interactions and follow up as needed

• Contribute to the continuous improvement of customer service processes and procedures

• Provide a positive customer experience that aligns with the company's brand and values

What we're looking for

• Proven experience in a customer service or call centre role, preferably within the banking or financial services industry

• Strong communication and interpersonal skills with the ability to engage with customers from diverse backgrounds

• Excellent problem-solving and decision-making abilities to handle a variety of customer enquiries

• Proficient in using computer systems and various software applications

• Flexible and adaptable to work in a fast-paced, dynamic environment

• Commitment to providing exceptional customer service and a desire to exceed customer expectations

About the role
We are seeking a Customer Service Advisor to join our dynamic call centre team serving a leading client in the banking sector. In this full-time role based in the Singapore Central Region, you will be responsible for providing exceptional customer service and support to our clients' customers through a range of communication channels.

Training Programme Details

- There will be an initial 6 - 7 weeks training programme whereby you will be required to pass a On the Job Training, Role-Play, Theory Assessment (on different banking products/services/CRM System Usage/Business Processes) in order to be posted to your work teams (2 attempts given).

- Minimum attendance required (95%) in order to pass the training programme.

Shift Timings Weekends Shift:

Working Hours : 5 working days, 1 rest day and 1 off day per week, 42.5 hours per week, Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between, Rest Day and Off Day : Scheduled by Client (2 non-consecutive off-days per week, example: 1 weekday & 1 weekend depending on work schedule), Or otherwise advised by the Client

What you'll be doing

• Respond to inbound customer enquiries and requests via phone, email and chat in a professional and efficient manner

• Assist customers with a variety of banking-related tasks such as account management, product information, and troubleshooting

• Identify customer needs and offer appropriate solutions or referrals

• Maintain accurate records of customer interactions and follow up as needed

• Contribute to the continuous improvement of customer service processes and procedures

• Provide a positive customer experience that aligns with the company's brand and values

What we're looking for

• Proven experience in a customer service or call centre role, preferably within the banking or financial services industry

• Strong communication and interpersonal skills with the ability to engage with customers from diverse backgrounds

• Excellent problem-solving and decision-making abilities to handle a variety of customer enquiries

• Proficient in using computer systems and various software applications

• Flexible and adaptable to work in a fast-paced, dynamic environment

• Commitment to providing exceptional customer service and a desire to exceed customer expectations

About the role
We are seeking a Customer Service Advisor to join our dynamic call centre team serving a leading client in the banking sector. In this full-time role based in the Singapore Central Region, you will be responsible for providing exceptional customer service and support to our clients' customers through a range of communication channels.
Training Programme Details

• There will be an initial 6 - 7 weeks training programme whereby you will be required to pass a On the Job Training, Role-Play, Theory Assessment (on different banking products/services/CRM System Usage/Business Processes) in order to be posted to your work teams (2 attempts given).
• Minimum attendance required (95%) in order to pass the training programme.

Shift Timings Weekends Shift:
Working Hours : 5 working days, 1 rest day and 1 off day per week, 42.5 hours per week, Staggered shift hours : 8.5 working hours between 7 am to 10pm + 1-hour meal break in between, Rest Day and Off Day : Scheduled by Client (2 non-consecutive off-days per week, example: 1 weekday & 1 weekend depending on work schedule), Or otherwise advised by the Client
What you'll be doing
Respond to inbound customer enquiries and requests via phone, email and chat in a professional and efficient manner
Assist customers with a variety of banking-related tasks such as account management, product information, and troubleshooting
Identify customer needs and offer appropriate solutions or referrals
Maintain accurate records of customer interactions and follow up as needed
Contribute to the continuous improvement of customer service processes and procedures
Provide a positive customer experience that aligns with the company's brand and values
What we're looking for
Proven experience in a customer service or call centre role, preferably within the banking or financial services industry
Strong communication and interpersonal skills with the ability to engage with customers from diverse backgrounds
Excellent problem-solving and decision-making abilities to handle a variety of customer enquiries
Proficient in using computer systems and various software applications
Flexible and adaptable to work in a fast-paced, dynamic environment
Commitment to providing exceptional customer service and a desire to exceed customer expectations
#J-18808-Ljbffr