青岛招聘

Scope of Role:

Report to Branch Manager in assisting dedicated Relationship Manager (RM) in their daily sales activities in term of banking system process & operations, sales deal compliance management, sales document daily control & management, timely response to customer service request by call or email when dedicated RM not availability plus daily sales administration work to enable dedicated RM have sufficient time focus on customer sales and services at respective branch level.

Key Responsibilities/Challenges:

General Services & Adminstraction

§ Support RM in client on-boarding process in term of system operations, CDD operations and other banking services applications including i-banking set-up and activiation, debit card issuance, investment account set-up following current laid down DOIs during on-boarding

• Assist RM in handling clients’ service issues and complex needs for Branch walk-in clients, provide administrative support to RM to deal with ongoing client service issues, on boarding of new clients/products, simple transactions e.g. TD renewals and ongoing monitoring processes, interacts directly with clients when in needs as well as able to educate and steer client for interactions with the bank via Mobile/Web, machine channels, which include but may not limit to
• CDD related activies, including PRR/DRR
• Perform CIP or FNA in WM product selling, assist RMs in product subscription/redeem
• Direct and educate customer how to sign up and use digital/ATM channels
• Copy, print, prepare all customer service related documents/applications/supporting documents
• Account for sales document quality prior to submit to next party for process
• Support daily adminstration work for RM in term of RM access right application & maitenance, name card & uniform ordering etc
• Support RM in internal & external audit preparation and finding remedy action follow-up if any
• Assist RM with fulfillment of sales, including all necessary documentation and paperwork
• Assist RM with activation efforts i.e., scheduling time for conversation with client, preparing material for discussion
• Educate and conduct initial set up for Mobile/Web, ATMs, Client Centre, and Branch
• Assist clients with all service and transaction requests
• Interface with Client Centre, middle or back office teams to complete service requests
• Assist RM with any administrative support for updating KYC, monitoring and managing client’s credit situation, client segment change
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Compliance & Risk Mitigation

• Learn, understand, enforce and strictly adhere to risk, compliance and mis-selling regulations, requirements, local regulatory requirement, policies and procedures in day-to-day responsibilities ensure all internal and external reports to be submitted on time
• With monitoring of processing flow and system behaviors, assist RM to minimize the operational loss and ensure potential risks are covered by appropriate control procedures as well as its implementation during processing
• Assist BM/RM to ensure the rectification actions identified from all kinds of KCSA/QA/Spot Check being fully followed and completed at branch.

Self Development

• Ensure 100% completion of all kinds of e-learning and mandatory trainings etc.
• Actively participate in various training programs arranged by the bank and keep self-training on bank products.
• Develop multi-skills to handle different types of client’s enquiries.
• Accountable for implementing and complying with AML requirements when performing duties.

Selection Criteria:

• A university degree with 2 years of related banking experience
• Solid knowledge of bank products and services and banking procedures, equities markets, unit trusts and other personal investment services
• A team player who shows initiative and assertiveness
• Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
• Good command of both spoken and written English and Mandarin
• Ability to solve problems and close issues without handing over

Skill requirements:

Product broadening

• Enhanced multi-product Priority knowledge
• Market and competition knowledge
• Fully certified for investment/insurance products

Client engagement

• Soft skills for client handling
• Stakeholder engagement skills
• Objection handling
• Client training on digital solutions
• Organized
• Knowledge of banks’ processes and procedures

Bank operation risks and processes

  
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  作为扎根中国历史最悠久的国际性银行之一，渣打从1858年在上海设立***分行开始，在华业务从未间断。2007年4月，渣打银行（中国）有限公司成为第一批本地法人化的国际银行。目前，渣打中国的营业网点已覆盖近30个沿海和内陆城市，充分显示了渣打对中国市场的长远承诺。
  
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