Senior Clerk (Deposits & Remittance) - Wealth Management Operations

Responsibilities

• Support the Marketing and operations units of Private Banking Department to provide quality deposit and remittance services to PB customers.
• Perform transactions on current and savings accounts including account opening and closing.
• Perform transactions in fixed deposits including deposits creation/renewal/redemption.
• Handle application of general banking products and services (e.g. credit card application, ATM card application, change of customer information, change of signature etc)
• Perform various maintenance transactions (e.g. place hold/float, set-up/amend/cancel standing instruction, upload data for auto payment etc)
• Report promptly any suspicious cases of money laundering or terrorist case.
• Perform other ad-hoc clerical duties

Requirements

• Form 7 graduate or above preferred
• Experienced in Teller/ Counter Servicing role would be an advantage
• HKIB or equivalent professional qualifications is an advantage
• At least 3 years’ experience in banking operation
• Good understanding of AML regulatory requirements and relevant internal policies and guidelines, procedures, practices and rules.
• Knowledge of the private banking operations, products and services is preferable.