Assistant Financial Services Manager / General Banking Officer At Executive / Personal Assistant / Customer Service

Me2Works

On-site
Meet and exceed sales targets
Proactive customer acquisition
Cross-selling banking products
Me2Works is seeking an Assistant Financial Services Manager / General Banking Officer to provide proactive customer service and promote banking products. The ideal candidate should have a relevant degree or experience in customer service, along with strong communication skills in English and Chinese

Job Summary

  • The role involves providing proactive service to walk-in customers while selling and cross-selling a full range of banking products.
  • Incumbents are responsible for meeting assigned sales targets and actively acquiring new customers through dedicated sales efforts.
  • Employees must conduct operational procedures in a compliant manner while following the bank's specific policies and procedures.

Matching Summary

Match Score: 85

Me2Works is seeking an Assistant Financial Services Manager / General Banking Officer to provide proactive customer service and promote banking products. The ideal candidate should have a relevant degree or experience in customer service, along with strong communication skills in English and Chinese.

Skills & Requirements

Must-have

  • Meet and exceed sales targets
  • Proactive customer acquisition
  • Cross-selling banking products

Nice-to-have

  • Participate in promotional activities
  • Collaborate with product specialists
  • Certified Banker qualification

Key Requirements

  • University degree or secondary education with experience
  • 1-2 years frontline customer service experience
  • IIQE paper 1, 2 & 3 certification
  • Good command of written and spoken English and Chinese

Work Rights

Not specified

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