Senior Officer, Operation Management (Retail Banking Department)

Responsibilities:

• Conduct initial review of personal account opening applications by verifying customer information, checking supporting documents, and ensuring application details are complete and accurate.

• Handle day-to-day account opening operations, including data collection, system input, document maintenance, and application status updates.

• Answer branch enquiries on account opening progress and provide support on basic procedures and policy requirements.

• Provide administrative support to Retail Banking account opening operations and assist in customer event coordination when needed.

• liaise with Makers / Checkers and internal stakeholders to ensure smooth completion of account opening processes, and follow up promptly on returned or incomplete applications.

• Support compliance control and account restriction processes, and assist in process improvement efforts to enhance service efficiency and operational effectiveness.

Requirements:

• 1-2 years of relevant experience.

• Proficient in bilingual typing (English/Chinese), Microsoft Office (Excel, Word, Outlook), and AI tools for efficient data handling and processing.

• Languages: English, Mandarin, Cantonese

• Fast Learning, Good Team Player