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: ["Communication","Problem-solving","Interpersonal skills","Proactive","Customer service"]

Deliver high-quality retail banking branch service to meet and exceed customer service standards, working closely with branch and sales floor leaders to achieve KPIs. Support Premier customers by acting as backup to partnered PRMs, managing Premier room resources and safety deposit box operations, and ensuring service continuity. Identify service and business opportunities, refer potential leads to PRMs, and perform branch operational tasks for Premier clients (including account opening, transactions, documentation, and mortgage loan processing) with accuracy and efficiency.

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FursaFursa
HSBC
HSBC
2 days 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: 14 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Deliver high-quality retail banking branch service to meet and exceed customer service standards, working closely with branch and sales floor leaders to achieve KPIs. Support Premier customers by acting as backup to partnered PRMs, managing Premier room resources and safety deposit box operations, and ensuring service continuity. Identify service and business opportunities, refer potential leads to PRMs, and perform branch operational tasks for Premier clients (including account opening, transactions, documentation, and mortgage loan processing) with accuracy and efficiency.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Manager level

Key Responsibilities

  • •Work closely with CSM and Sales Floor/BCD to deliver customer service, ensuring customer satisfaction and achievement of service standards.
  • •Act as backup to partnered PRM to ensure continuity of service to Premier customers, including managing Premier room resources and safety deposit box operations.
  • •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 and cash services, supporting Premier customer account opening, transactions, and documentation.
  • •Assist with mortgage loan processing for PVA customers and support administrative/MI report consolidation with accuracy and timeliness.

Key Requirements

  • •Bachelor’s degree level or above.
  • •Prior work experience in the financial industry.
  • •Strong interpersonal interaction, communication, and problem-solving abilities.
  • •Proactive attitude with business potential.
  • •Knowledge of banking regulations and financial industry systems; basic English communication is a plus.
Education:Bachelor's
Skills:CommunicationProblem-solvingInterpersonal skillsProactiveCustomer service
Certifications:Trust business practitionerForeign exchange business dealing and review
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