Premier Relationship Clerk/Officer 卓越理財客戶服務專員/副理 (台北分行) (Taipei, Taipei City, TW, 11073)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityEducation: bachelorsSkills: ["Customer service","Communication","Problem-solving","Proactivity"]

Provide high-quality professional services to retail banking customers in a branch, working closely with branch customer services and sales teams to meet service standards and KPIs. Support Premier customers and PRM coverage to ensure continuity of service, manage Premier room and safety deposit box resources, and deliver transaction and documentation tasks. Identify service and business referral opportunities across lines, and perform branch operational tasks for Premier and PVA customers (excluding counter teller cash services).

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FursaFursa
HSBC
HSBC
1 month ago

Premier Relationship Clerk/Officer 卓越理財客戶服務專員/副理 (台北分行) (Taipei, Taipei City, TW, 11073)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide high-quality professional services to retail banking customers in a branch, working closely with branch customer services and sales teams to meet service standards and KPIs. Support Premier customers and PRM coverage to ensure continuity of service, manage Premier room and safety deposit box resources, and deliver transaction and documentation tasks. Identify service and business referral opportunities across lines, and perform branch operational tasks for Premier and PVA customers (excluding counter teller cash services).
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Collaborate with Sales Floor Manager and BCD to achieve KPIs and ensure seamless customer service in branch visits.
  • •Back up partnered PRM to maintain continuity of Premier customer service, including transaction and documentation tasks.
  • •Identify service and business potentials and make referrals to PRM and other business lines to deepen customer relationships.
  • •Perform branch operational tasks excluding counter teller services, ensuring timeliness, accuracy, and professionalism.
  • •Rotate through multi-service skills by following a supervisor-led development plan and on-the-job training.

Key Requirements

  • •Bachelor's degree or above.
  • •Financial services work experience.
  • •Strong interpersonal, communication, and problem-solving skills.
  • •Proactive with business potential.
  • •Familiarity with banking regulations and financial industry systems; basic English communication ability is preferred.
Experience:BankingWealth management
Education:Bachelor's
Skills:Customer serviceCommunicationProblem-solvingProactivity
Licenses:Trust business personnelBand 7 forex business processing and review qualificationsInternal audit work (1+ year)
Languages:English

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn