Responsibilities:

• Handle Wealth Management / SME / personal banking customers' enquiries and requests related to banking products and services from different channels, including telephone, email, video-call, online text and fax
• Deliver quality services to customers through inbound and outbound calls, and grasp opportunities to cross-sell appropriately
• Provide relevant and suitable products and services to meet customers’financial needs in order to achieve business targets
• Serve as the day-to-day customers contact for any relevant issues on investment, insurance, other banking products and provide after-sale services to diverse customer types
• Address customer feedback / complaints professionally
• Assist the superiors in implementing the implementation in accordance with the unit development guidelines and policies

Requirements:

• Degree or above is preferred
• With qualifications in IIQE and HKSI is an added advantage
• At least 2 years of relevant working experience in banking / financial institution, customer services experience a definite advantage
• Independent, self-motivated, customer-centric and able to work under pressure
• Excellent interpersonal and communications skills with good command of English and Chinese in both verbal and written including Putonghua
• Proficient in PC applications, such as MS Office and Chinese inputs
• May required on-shift duty as needed
• Applicants with less experiences will be considered as Teleservices Executive
• Applicants with more experiences will be considered as Teleservices Manager