BE MYJOB is a Recruitment Firm focused on Banking & Financial Services, IT and Fintech Recruitment. We offer a full range of recruitment solutions for our clients and candidates. Our purpose is to build trusted, long-term relationships with you and your organization — often spanning decades and the course of your career. We work closely with our clients, sourcing and recruiting from a truly diverse talent pool of talent to support their diversity strategies and provide them with the best possible candidates for their roles. We’ve established networks of genuine relationships that allow us to source the highest-quality talent and execute quickly to help you build your organization.
Responsibilities:
Provide frontline customer service including account opening, transaction support, and product inquiries
Identify client needs and recommend suitable banking products (e.g. savings, loans, insurance)
Assist in cross-selling and upselling financial solutions to enhance customer portfolio value
Handle routine banking operations such as deposits, withdrawals, remittances, and cheque processing
Ensure compliance with internal policies and regulatory guidelines (e.g. KYC, AML)
Participate in promotional campaigns and client engagement activities
Maintain accurate records and documentation for all customer interactions and transactions
Collaborate with Relationship Managers and other departments to support client onboarding and servicing
Resolve customer issues efficiently and escalate complex cases when necessary
Requirements:
Bachelor’s degree in Finance, Business, or related discipline is preferred
1–3 years of experience in banking or financial services industry, or experience in promoting financial products; fresh graduates will be considered too
Candidates with more experience in banking or financial services industry will be consider as Relationship Manager
Strong interpersonal and communication skills
Customer-focused mindset with proactive service attitude
Good command of Cantonese, English, and Mandarin
If you would like to apply for this role or find out more, please apply by clicking Apply Now with your latest CV in word format and expected salary, quoting the job role. Kindly note that only shortlisted candidates will be notified.
Full-time