PFS - Intern (Acquisition & Portfolio - Deposit)

Posted:
11/7/2024, 4:00:00 PM

Location(s):
Wilayah Persekutuan Kuala Lumpur, Malaysia ⋅ Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

Experience Level(s):
Internship

Field(s):
Finance & Banking

Define your future at Hong Leong Bank

1. Day-to-Day Duties

  • Sorting, compiling and organising data from various sources
  • Copywriting corporate letters, emails and marketing material
  • Schedule meetings and trainings, taking attendance for those that are compulsory

2. Monitoring the daily activities and progress of all Mobile Deposit Specialists (MDS)

Tracking & Reporting

  • Tracking their account opening figures and account details to ensure that it is updated and completed on time
  • Send reminders to those who are not updating
  • Report to the MDS Manager on daily total figures
  • Track MDS movement (i.e. those who have resigned, new MDS, etc.)

Management

  • Create excel templates each month for tracking
  • Schedule MDS meetings and trainings
  • Respond to enquiries and issues that MDS are facing
  • Collect certain documents from MDS
  • Create and continuously update MDS directory that includes their contact details
  • Map MDS to leads according to branch postcode locations for campaign launching and tracking.
  • Create guides to instruct MDS on certain processes
  • Compile complaints sent in by MDS.

3. Data analysis

  • Present data visually eg via bar charts, pie charts and line charts
  • Create graphs to present trends in Fixed Deposits
  • Create graphs to present MDS productivity and progress

4. Support the launch of the Junior App campaign

  • Copywrite marketing materials including soft launch teasers across all channels

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.