Aid the Senior Branch Operation & Service Manager in overseeing the Priority Banking Team's operations.
Governance:
Evaluate the effectiveness of the Group's governance arrangements, oversight, and controls.
Maintain awareness of the regulatory framework and requirements relevant to the role.
Regulatory & Business Conduct:
Demonstrate exemplary conduct and compliance with the Group's Values and Code of Conduct.
Embed high ethical standards and ensure regulatory compliance.
Drive outcomes aligned with the Bank's Conduct Principles.
Identify, escalate, mitigate, and resolve risk, conduct, and compliance matters collaboratively.
Key Stakeholders:
Internal Contacts:
Branch sales and service staff.
Frontline business stakeholders.
Retail Banking department stakeholders (Strategy Branch Operations & System / CEPG, etc.).
Support functions (IT / Audit / Finance / HR, etc.).
External Contacts:
Retail Banking customers.
Skills and Experience:
Understanding of Anti-money Laundering Policies and Procedures.
Customer interaction skills.
Ability to understand customer needs.
Proficiency in customer support policies, standards, and procedures.
Qualifications:
Experience in Customer service.
Tags for this job:
Industry
Human Resources Management
Job Function
Banking & Financial Services>Corporate Banking
Banking & Financial Services>Financial Services
Banking & Financial Services>Others
Sales, CS & Business Development>Financial Services Sales
Location
Kwun Tong
Salary
HK$ -
Employment Type
Full Time
Benefits
Job Summary
Strategy:
Assist the Senior Branch Operation & Service Manager and Relationship Manager in achieving or exceeding business targets.
Manage and oversee daily operations for Priority Banking customers.
Enforce adherence to office rules, branch controls, and operational procedures.
Collaborate with the Relationship Manager to provide high-quality service to customers, identifying sales opportunities for maximizing new business acquisition.
Processes:
Report encountered issues and recommended solutions to the Senior Branch Operation & Service Manager.
Maintain sales and service monitoring through data tracking and system input.
Verify sales documents and follow up as necessary.
Conduct sales activities such as tag-on sales, cross-selling, customer enquiry screening, and compiling prospect lists.
Ensure compliance with money laundering prevention procedures and report suspicious activity as required.
Scrutinize daily reports for unusual entries that may need further investigation.
