Digital Ambassador

This is a key customer-facing role at branches, responsible for general banking product sales including retail account opening, self-served and online banking cross-selling & penetration, in-branch traffic management & general enquiries, as well as enhancing customer satisfaction. The role involves providing exceptional service and guidance throughout the customer’s banking journey.

Responsibilities

• Assist customers for account opening, including both deposit and investment account (subject to license registration), as well as to complete the sign-up of all onboarding necessities.

• Educate and cross-sell customers on ATM services, as well as OCBC’s online banking (including internet and mobile banking) to increase the digital adoption & usage by customers.

• Meet-and-greet customers in the bank hall and triage in-branch customer traffic

• Handle customer’s general enquiries and non-financial transactions such as password reset, change of credential information etc.

• Provide digital support to customers and may engage to digital workshop to share and promoting our Bank’s online banking and digital services

• Conduct I&I referrals to PFC and PRM as collaboration

Requirements

• F.5/F.6 graduate or above

• RI licenses preferred. TR license preferred

• At least 1-year solid experience on branch banking services preferably in banking field)

• Preferably to have relevant experience or customer service experiences

• Good command of MS Office and computer skills

• Good in Chinese, English and Mandarin

• Customer-oriented, proactive with good interpersonal skills to enhance customer relationship

• Pleasant, presentable and excellent customer experience

• Sound knowledge on using online banking services

• Cooperative with colleagues in building up team spirit