Premier Relationship Clerk/Officer 卓越理財客戶服務專員/副理 (光復分行)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Communications, PR & CommunityEducation: associatesSkills: ["Communication","Problem-solving","Customer focus","Proactiveness","Interpersonal skills"]

Provide high-quality professional service in retail banking branches, partnering with the Branch Customer Services Manager and Sales Floor Manager to meet customer service standards and KPIs. Support Premier clients by acting as backup to partnered PRM, handling transaction/documentation tasks, opening accounts, and assisting with mortgage processing and operational duties. Identify service and business potentials, refer opportunities to PRM and other business lines, and help build and retain Premier customer relationships.

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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 (光復分行)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide high-quality professional service in retail banking branches, partnering with the Branch Customer Services Manager and Sales Floor Manager to meet customer service standards and KPIs. Support Premier clients by acting as backup to partnered PRM, handling transaction/documentation tasks, opening accounts, and assisting with mortgage processing and operational duties. Identify service and business potentials, refer opportunities to PRM and other business lines, and help build and retain Premier customer relationships.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Deliver high-quality professional service in branch retail banking to meet and exceed customer service standards.
  • •Partner with Sales Floor Manager and Branch Customer Services Manager to achieve KPIs and ensure seamless customer service.
  • •Support Premier clients by backing up partnered PRM, managing Premier room resources and safety deposit boxes, and handling Premier transaction/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/cash services, including Premier customer account opening, transactions/document processing, and mortgage loan processing tasks.

Key Requirements

  • •Higher education (大專以上畢).
  • •Work experience in the financial industry.
  • •Good interpersonal interaction, communication, and problem-solving ability.
  • •Familiarity with banking regulations and financial industry systems.
  • •Basic English communication ability is a plus.
Experience:Financial services
Education:Associate's
Skills:CommunicationProblem-solvingCustomer focusProactivenessInterpersonal skills
Certifications:信託業業務人員Band 7: 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曾擔任內部稽核單位之稽核人員（內部稽核工作一年以上）
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