About the role
Responsibilities
- Handle Wealth Management / SME / personal banking customers' enquiries and requests related to banking products and services from different channels, including telephone, email, video-call, online text and fax
- Deliver quality services to customers through inbound and outbound calls, and grasp opportunities to cross-sell appropriately
- Provide relevant and suitable products and services to meet customers’ financial needs in order to achieve business targets
- Serve as the day-to-day customers contact for any relevant issues on investment, insurance, other banking products and provide after-sale services to diverse customer types
- Address customer feedback / complaints professionally
- Assist the superiors in implementing the implementation in accordance with the unit development guidelines and policies
Requirements
- Degree or above is preferred
- With qualifications in IIQE and HKSI is an added advantage
- 2 years or above relevant working experience in banking / financial institution, customer services experience a definite advantage
- Independent, self-motivated, customer-centric and able to work under pressure
- Excellent interpersonal and communications skills with good command of English and Chinese in both verbal and written including Putonghua
- Proficient in PC applications, such as MS Office and Chinese inputs
- May required on-shift duty as needed
- Applicants with less experiences will be considered as Teleservices Executive
- Applicants with more experiences will be considered as Teleservices Manager