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
• 2 years or above 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

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .