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UOB · 4 months ago

Annual Fee Retention Officer

Central Region (City Area)

Full-time

Onsite

New Grad, Entry Level

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network. The Annual Fee Retention Officer will handle customer inquiries related to various banking products and services, ensuring a positive customer experience while meeting KPIs and adhering to compliance guidelines.

BankingFinanceFinancial Services

Responsibilities

Handle inbound and outbound calls professionally and efficiently, ensuring a positive customer experience

Handles customer enquiries on Credit Cards, CashPlus, Smart Pay, Annual Fees and Unsecured Loans, including account information, product features, and application status

Perform cross-selling of financial products and services based on customer needs and eligibility

Ensure accurate and timely documentation of customer interactions in CRM systems

Follow up on pending documentation and application requirements via email and phone

Adhere to compliance, data privacy, and operational guidelines

Escalate complex or unresolved issues to the appropriate teams for further handling

Meet individual and team KPIs, including service quality, productivity, and sales targets

5 days’ work week, Over-Time applicable whenever required by Management

Qualification

Customer serviceCRM systemsCross-sellingCompliance adherenceCommunication skills

Required