(Deputy/Assistant) Personal Banking Manager/ (Assistant) Customer Service Manager
Core
Provide one-stop personal banking services at branches, developing long-term relationships and identifying customer needs for financial products including accounts, mortgages, credit cards, loans, and insurance.
Role type
Personal Banking Manager / Assistant Customer Service Manager
Builds
Retail banking products and services
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Retail banking product knowledge, Financial product sales, Regulatory compliance, Customer relationship management, Financial planning
Preferred skills
IIQE 1, 2, 3 qualifications, HKSI 1, 7, 8 qualifications, Putonghua language skills
Technologies
None stated
Responsibilities
Provide one-stop personal banking services at branches, Explore and develop long-term banking relationships with customers, Identify customer needs and provide suitable financial products & services, Support branch operations by cooperating with internal departments, Comply with laws and regulatory requirements