金融服务专员 - 工商金融综合理财热线

HSBC
Foshan
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 1+ yearsEducation: bachelorsSkills: ["Customer-centric","Communication","Patience","Empathy","Compliance-minded"]

Handle inbound customer contacts for HSBC’s Commercial Banking hotline, resolving issues at first contact where possible and delivering on promised service levels. Analyze customer needs to offer value-added products and services, ensuring customers understand recommendations. Perform daily phone outreach to gather information, conduct customer screening and risk assessment, maintain strong client relationships, and complete assigned tasks while monitoring processes and compliance requirements.

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FursaFursa
HSBC
HSBC
1 day ago

金融服务专员 - 工商金融综合理财热线

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Handle inbound customer contacts for HSBC’s Commercial Banking hotline, resolving issues at first contact where possible and delivering on promised service levels. Analyze customer needs to offer value-added products and services, ensuring customers understand recommendations. Perform daily phone outreach to gather information, conduct customer screening and risk assessment, maintain strong client relationships, and complete assigned tasks while monitoring processes and compliance requirements.
Location: Foshan
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Handle contacts with HSBC customers politely and resolve issues at first contact where possible.
  • •Deliver what is promised in line with customer expectations.
  • •Offer value-added products and services based on customer needs analysis and ensure customer understanding.
  • •Contact customers or relevant departments by phone to obtain information, perform customer screening and risk assessment.
  • •Maintain good customer relationships and complete assigned tasks in line with monitoring workflows and company procedures.

Key Requirements

  • •High school diploma (or higher) and be of a legal working age.
  • •1+ years of finance or accounting-related work experience (bachelor’s degree or above).
  • •Proficient in the language(s) required by the process; Cantonese, Mandarin, and English fluency required.
  • •Ability to work in a high-volume, fast-paced environment; flexible shifting schedules.
  • •Proficiency with personal computers, basic software packages (e.g., Microsoft Office), and specialized applications; must follow compliance requirements.
Experience:1+ yearsBankingFinanceCustomer service
Education:Bachelor's
Skills:Customer-centricCommunicationPatienceEmpathyCompliance-minded
Languages:CantoneseMandarinEnglish
Tech Stack:Personal computerMicrosoft OfficeSpecialised applications

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