Responsibilities
- Deliver quality customer services through accurate and efficient counter transactions
- Collaborate with Relationship Managers and other relevant stake holders in handling client’s instruction, including cash and cheque processing, time deposit, fund transfer, cashier’s order or demand draft issuing, audit confirmations etc.
- Collaborate with Relationship Managers, Client Onboarding team and other relevant stakeholders in account opening services including review of account opening documentation, FATCA, CRS, customer profile set up in systems, periodic and trigger review, customer information update etc.
- Respond to internal and external customers’ enquiries via phone or email timely
- Perform call back with customer to ensure the genuine of client’s instruction
- Upload, organize and archive records and documents
- Handle periodic HKICL contingency drills, regulatory annual review i.e. HKMA, HKAB, DPB, IRD etc.
- Monitor service performance of the team and provide coaching whenever required
- Prevent potential money laundering activities by adhering to relevant guidelines and procedures
- Manage and coordinate the team’s daily work to ensure the services meet with expectations and Service Level Agreements
- Monitor the daily operations of the team to ensure compliance with established internal guidelines and regulatory requirements
- Actively promote teamwork and cooperation among colleagues to achieve common goals
- Act as a backup for teammates when needed to ensure smooth workflow and continuity
- Assist in various tasks and projects as required, demonstrating flexibility and adaptability
- Prepare daily MIS and monthly KPI
- Liaising with IT to arrange periodic or ad-hoc simulation tests for clearing / FPS whenever requested by HKICL
- Review and update the department procedure manuals as assigned
Requirements
- 3-5 years of relevant experience in account opening and account maintenance
- Good knowledge of regulatory requirements relating to banking industry
- Highly self-motivated with good attention to details
- Strong sense of customer service awareness and interpersonal skill
- Good command of written and spoken English, Cantonese and Mandarin
- Strong PC skills especially in data management
Please send us your resume (in Word Document) including both current and expected salary.
(Personal data provided in the employment applications will be treated in strict confidential and used in strict confidence and used only for recruitment purpose. For unsuccessful Candidates, the Personal data will be kept for a period of no longer than 2 years, starting from the date we notify the potential candidates of the outcome of the most recent applications)
Full-time