Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Broader work or accountabilities may be assigned as needed.
● 职位要求:
没有必要的经验,大专学历或相关领域的证书;
具备专业销售和商业银行解决方案的基本知识,可向专家咨询;
专注于向客户提供个人体验;
足智多谋,有勇气和信心接近客户;
较强的人际交往能力,包括与客户建立良好关系和联系的能力;
具备倾听、解决问题的能力,灵活、创造性地应对新的挑战;
口头和书面沟通技巧。
● Requirements:
No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
Basic knowledge of specialized sales and business banking solutions to refer to specialists.
A focus on delivering a personal experience to customers.
Resourceful self-starter with courage and confidence to approach customers.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Verbal & written communication skills - Basic (in business environment).