This role assists in acquiring and managing clients to drive the bank's business growth. The incumbent will develop a comprehensive understanding of each client’s financial needs, with a focus on sales, retention, and strengthening customer relationships.
MAIN RESPONSIBILITIES
- Prepare forms and documents for opening and closing accounts.
- Assist customers in completing documents and forms, as well as other related transaction tasks;
- Manage, record, and enter data into the system following established procedures, while ensuring all customer documents are organized and kept confidential;
- Welcome and provide information about the Bank's products and services to customers;
- Provide solutions and work closely with relevant departments to deliver exceptional services to VIP customers;
- Assist the VIP Relationship Manager in client communication, monitoring customer data and reports, and promoting additional bank products and services;
- Collect and address customer feedback to identify areas for improvement, ensuring timely and effective resolution of customer issues;
- Work closely with all relevant internal teams to ensure the highest quality of service is delivered to customers;
- Maintain up-to-date knowledge about Bank products and services;
- Perform other tasks as assigned by management.
QUALIFICATION AND EXPERIENCE
- Bachelor Degree in Banking, Management or related field.
- 1 year experience in related areas.
1. Hard Skill (Technical)
- Computer literacy.
- Microsoft Word, Excel and Power Point.
- English language proficiency, the Chinese language is a plus (written and verbal).
2. Soft Skill (Core-Competency)
- Strong customer service and result-oriented personality.
- High initiative, commitment, good communication and problem-solving skill.
- Good organizational skill, time management and team building.
3. Personal Attitude
- Able to work under pressure
- A strong desire to work in a team and deal with challenge
- Adaptability
- Detailed-Oriented
- High level interpersonal and communication skills.
4. Other Requirements
- Ethical Judgement
- Highest Confidential
- Professionalism