Premier Relationship Clerk/Officer 卓越理財客戶服務專員/副理 (台北分行)
HSBC · Taipei, Taiwan · 2mo ago
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。
People Responsibility: N
Report to: Branch Customer Services Manager
Job content:
在個人金融分行端提供高品質的專業服務，以達到並超越客戶所期望的服務標準：
- 密切與CSM配合提供客戶優質服務
- 支援PRM服務Premier客戶，協助其達成各項績效指標- 發掘並轉介潛在業務機會與客戶服務需求- 處理分行行政作業(不含櫃員及現金服務)，例如Premier客戶之開戶、交易及文件處理，並協助報表產出
To provide high level of professional services in retail banking branches to meet and exceed customer service standards.
1. To contribute by
closely working with Sales Floor Manager and BCD to achieve KPIs
helping to ensure seamless service to customers visiting branchesdelivering quality services to customers to ensure customer satisfaction and achievement of service standards
2. To contribute to the successful implementation of wealth management service strategy by
acting as back-up to partnered PRM to ensure continuity of customer service
managing Premier rooms resources and safety deposit boxdelivering quality services to Premier customer (transaction, documentation tasks, etc) to ensure customer satisfactionclosely partnering with PRM to build and reinforce relationship with Premier customersproviding quality service to help retain and acquire Premier customersdelivering support to PRM tomaximise customers satisfaction through exceptional customer service
3. To contribute to acquisition of customers and enhancement of customer relationship by
identifying service and business potentials and marking referrals to PRM accordingly
identifying service and business potentials for making referrals to other business lines, so to deepen customer relationship with the Bankclose liaison with colleagues from other lines of business, business segment, products and services
4. To perform branch operational tasks, excluding counter teller services, and ensure efficiency, timeliness, accuracy and professionalism by
assisting SFM with admin and MI report consolidating tasks
performing operational tasks for Premier customers, e.g. account opening, transaction and documentationperforming mortgage loan processing tasks, by providing services to PVA customersperforming any operations tasks, and non-cash transactions within the branch
5. To be equipped with multi-service skills and maintain flexibility in service task rotation and assignment by
agreeing with supervisor the knowledge and service skill set development plan
continuously improving oneself through the implementation of development plan and on the job training
Skills Requirements:
- 大專以上畢
- 具金融業工作經驗
- 良好人際互動、溝通及解決問題能力
- 積極主動、有業務潛質
- 熟悉銀行法規及金融業系統
- 具基本英文溝通能力尤佳
License/Qualification Requirement:
- 具備信託業業務人員
- Band 7 須具備外匯業務經辦及覆核人員證照與銀行內部控制與內部稽核測驗或曾擔任內部稽核單位之稽核人員實際辦理內部稽核工作一年以上