Responsibilities:
Work closely with Preferred Service Manager on Preferred Service Team strategies & plans.
Provides excellent customer service, foster strong relationship with clients ensuring clients’ satisfaction so as to support business activities of the RMs.
Assist Preferred customers with all documentations, transactions and enquiries (except advisory related).
Execute banking transactions accurately and promptly so as to meet the expectations of preferred customers and RMs. Always close the loop when instructions are given.
Conduct pre-transaction checks on FAA sales documents and ensure accuracy and completeness of Financial Needs Analysis (FNA) form and other sales related application forms. Thereafter, record and track investment documents submission and outstanding reworks.
Strong follow up skills and take initiatives to ensure all time sensitive transactions are executed in a timely and accurate fashion.
Good grasp of internal processes, procedures, documentation, fees and related terms and conditions of products and services offered by the bank.
Involves in projects to look into innovative solutions to solve problems and/or to improve processes.
Responsible for all AML/CFT, Risk Management, Compliance and Audit matters for Preferred Sales & Service Team.
Work closely with Preferred Sales Head and Senior Business Managers to resolve any customers’ issues or AML/CFT matters.
Requirements:
Qualifications
Diploma from local polytechnic or recognised institutions
Professional Qualification and/or Regulatory, Licensing Requirements
Proficient in relevant computer applications
Knowledge of customer service principles and practices
Knowledge on basic Retail Banking products and services
Relevant Work Experience
At least 5 years of working experience in a Financial institution with customer service background
At least 3 years of experience supporting Relationship Manager or Personal Banker etc.
Technical/Functional Skills
Problem solving skills
Organizational skills
Effective time management
Personal Skills (Soft Competencies)
Effective communication skills
Listening skills
Customer service orientation
Meticulous
Take Initiative
Adaptability
Team player resilience
Ability to multi-task
Helpful and willing to share knowledge