Assistant Financial Services Manager

Job Purpose:

To provide proactive service to walk-in customers and conduct selling and cross-selling of banking products to satisfy customers’ needs

Main Responsibilities: 

• Meet and exceed sales target assigned
• Responsible for full range of general banking products such as CASA, Cleaning Lending, Mortgage, Insurance and Credit Card.
• Actively acquire new customers through proactive sales effort
• Work to understand customers’ banking needs for selling and cross-selling products
• Make sales referrals to branch colleagues or other departments as appropriate
• Participate in localized or off-site promotional activities
• Work with product specialists where appropriate to provide services to customers
• Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures

Incumbent Requirements:

• University degree with 1-2 years or secondary education with 3-4 years experience in branch frontline customer service
• IIQE paper 1, 2 & 3
• Good command of written and spoken English and Chinese
• Candidate with the qualification of Certified Banker is an advantage