职位描述
Scope of Role: Report to Branch Manager in assisting dedicated Relationship Manager (RM) in their daily sales activities in term of banking system process & operations， sales deal compliance management， sales document daily control & management， timely response to customer service request by call or email when dedicated RM not availability plus daily sales administration work to enable dedicated RM have sufficient time focus on customer sales and services at respective branch level. Key Responsibilities/Challenges: General Services & Adminstraction § Support RM in client on-boarding process in term of system operations， CDD operations and other banking services applications including i-banking set-up and activiation， debit card issuance， investment account set-up following current laid down DOIs during on-boarding Assist RM in handling clients’ service issues and complex needs for Branch walk-in clients， provide administrative support to RM to deal with ongoing client service issues， on boarding of new clients/products， simple transactions e.g. TD renewals and ongoing monitoring processes， interacts directly with clients when in needs as well as able to educate and steer client for interactions with the bank via Mobile/Web， machine channels， which include but may not limit to CDD related activies， including PRR/DRR Perform CIP or FNA in WM product selling， assist RMs in product subscription/redeem Direct and educate customer how to sign up and use digital/ATM channels Copy， print， prepare all customer service related documents/applications/supporting documents Account for sales document quality prior to submit to next party for process Support daily adminstration work for RM in term of RM access right application & maitenance， name card & uniform ordering etc Support RM in internal & external audit preparation and finding remedy action follow-up if any Assist RM with fulfillment of sales， including all necessary documentation and paperwork Assist RM with activation efforts i.e.， scheduling time for conversation with client， preparing material for discussion Educate and conduct initial set up for Mobile/Web， ATMs， Client Centre， and Branch Assist clients with all service and transaction requests Interface with Client Centre， middle or back office teams to complete service requests Assist RM with any administrative support for updating KYC， monitoring and managing client’s credit situation， client segment change span> Compliance & Risk Mitigation Learn， understand， enforce and strictly adhere to risk， compliance and mis-selling regulations， requirements， local regulatory requirement， policies and procedures in day-to-day responsibilities ensure all internal and external reports to be submitted on time With monitoring of processing flow and system behaviors， assist RM to minimize the operational loss and ensure potential risks are covered by appropriate control procedures as well as its implementation during processing Assist BM/RM to ensure the rectification actions identified from all kinds of KCSA/QA/Spot Check being fully followed and completed at branch. Self Development Ensure 100% completion of all kinds of e-learning and mandatory trainings etc. Actively participate in various training programs arranged by the bank and keep self-training on bank products. Develop multi-skills to handle different types of client’s enquiries. Accountable for implementing and complying with AML requirements when performing duties. Selection Criteria: A university degree with 2 years of related banking experience Solid knowledge of bank products and services and banking procedures， equities markets， unit trusts and other personal investment services A team player who shows initiative and assertiveness Self-motivator who is keen to upgrade， improve personal knowledge and skills to meet job requirements Good command of both spoken and written English and Mandarin Ability to solve problems and close issues without handing over Skill requirements: Product broadening Enhanced multi-product Priority knowledge Market and competition knowledge Fully certified for investment/insurance products Client engagement Soft skills for client handling Stakeholder engagement skills Objection handling Client training on digital solutions Organized Knowledge of banks’ processes and procedures Bank operation risks and processes 职能类别： 个人业务部门经理/主管 微信分享
