Universal Banker - Telesales

Company: 3801 UOB Vietnam

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.

Job Description

Job Responsibilities

Sales & Customer Engagement

• Execute outbound calls to existing and potential customers from assigned lead lists, focusing on cross-selling loan products within the bank’s portfolio.
• Assess customer needs and eligibility to recommend appropriate loan solutions (e.g., personal loans, top-up loans, refinancing).
• Provide clear, accurate, and professional consultation on loan products and application procedures.
• Ensure timely follow-up to support documentation completion and loan disbursement.

Performance & Leadership Support

• Consistently achieve and exceed individual sales targets, with higher expectations aligned to senior level performance.
• Work closely with the Team Leader to align on sales strategies, campaign execution, and performance tracking.
• Mentor and support junior telesales agents by sharing best practices, providing guidance, and assisting in onboarding and skill development.
• Participate in team engagement activities, training sessions, and contribute to a positive and high-performing team culture.

Operational Excellence & Compliance

• Maintain high standards of call productivity, talk time, and conversion rates through effective time management.
• Ensure all customer interactions comply with internal policies, regulatory requirements, and approved telesales scripts.
• Uphold data privacy and confidentiality standards in handling customer information.
• Provide feedback to improve sales processes, lead quality, and customer experience.

Job Requirements

Education & Experience

• College degree or higher, preferably in Finance, Banking, Business Administration, or related fields.
• Minimum 3 years of experience in telesales, financial product sales, or banking.
• Proven track record in achieving sales targets and handling customer portfolios is highly preferred.

Skills & Attributes

• Excellent phone communication and consultative selling skills.
• Strong interpersonal and mentoring abilities.
• High level of self-motivation, resilience, and goal orientation.
• Ability to manage time effectively and work under pressure.
• Proficiency in MS Office (Word, Excel, Outlook); CRM experience is a plus.

What We Offer

• Attractive compensation package with senior-level incentives.
• Opportunities for career advancement and leadership development.
• Structured training programs and ongoing skill enhancement.
• A collaborative and dynamic work environment within a leading financial institution

Additional Requirements

Develop, Engage, Execute, Strategise

Be a Part of the 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