Responsibilities:

• Deliver quality customer services through various media, including telephone, email, video-call, online text and fax
• Grasp opportunities to cross-sell appropriately
• Identify existing and prospective customers’ financial needs, including both products and services
• Execute telephone stock trading, foreign exchange margin, futures and investment-linked products trading instructions
• Address customer feedback / complaints professionally
• Assist the superiors in implementing the implementation in accordance with the unit development guidelines and policies

Requirements:

• Diploma or above
• With qualifications in HKSI will be preferred
• At least 2 years of relevant working experience in retail banking / financial institution, customer services experience a definite advantage
• With strong sales and services orientation, 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 Personal Banking Executive
• Applicants with more experiences will be considered as Personal Banking Manager