分行服務暨作業專員/ 副理 Branch Customer Service Clerk/Officer (士林分行)
at HSBC
Posted 17 days ago
No clicks
Provide high-quality branch customer service and support the wealth management sales team to achieve performance targets. Identify potential business opportunities and customer service needs, refer prospects to relationship managers, and handle account services, loan processes, and cash/non-cash transactions. Resolve customer service issues, reduce teller transactions, and promote automated system transaction handling. Requires relevant financial-service experience, basic English communication, and specified professional licenses.
- Compensation
- Not specified
- City
- Not specified
- Country
- Not specified
Currency: Not specified
Full Job Description
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。
People Responsibility: N
Report To: Branch Customer Service Manager
Job Content:
- 提供顧客優質服務, 支援並與理財業務團隊合作以達成各項績效指標
- 發掘潛在業務機會與客戶服務需求
- 轉介潛在客戶予業務人員
- 處理帳戶服務, 貸款作業, 及現金/非現金交易
- 處理客戶服務相關問題
- 減少臨櫃交易並增加自動化系統交易處理比例
Skills Requirements:
- 大專以上畢
- 具金融業服務經驗者
- 需具備英文基本溝通能力
- 積極主動、有業務潛質
License/Qualification Requirement:
- 須具備信託業務人員、金融市場常識與職業道德證照
- Officer須具備內控證照
※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.
