Responsibilities:
- Champion the one-stop personal banking services at branches
- Explore and develop long-term banking relationships with customers
- Identify existing and prospective customers' needs of financial services, including both products & services
- Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs, including but not limited to bank account opening, mortgage, credit card, personal loan, insurance and other banking products & services
- Positively contribute and build the Branch's teamwork and team-spirit
- Support branch operations, including but not limited to the coordination and liaison with other internal departments of the Bank
- Ensure compliance requirements are strictly observed and followed, contribute as part of the Bank's bigger anti-money laundry (AML) team
- Educate and train juniors, if needed
Requirements:
- University degree or equivalent
- CSM with qualifications in IIQE will be preferred (or pass IIQE 1、2、3 before probation)
- PBM with qualifications in IIQE 1、2、3 & HKSI 1、7、8
- Sound knowledge and at least 2 years' solid experiences in retail banking products & services
- With strong sales and service orientation with outgoing personality and good communication skills, previous CS experiences a definite advantage
- Ability to influence various key stakeholders in referring and cross-offering potential business opportunities for sustainable business growth
- Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace
- Highly sensitive to customers' needs, able to provide quality services in exploring and fostering banking relationships among personal and corporate customers
- Proactive, mature, independent, customer-focused, and pleasant
- Proficient in both spoken and written English and Cantonese, Putonghua a definite plus
举报职位
