Assistant Financial Services Manager / General Banking Officer

HR Plus; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

HR Plus in Hong Kong is seeking an energetic Banking Frontline Associate to deliver proactive service to walk-in customers, cross-sell banking products, and meet sales targets. You will handle a full range of retail offerings with emphasis on customer experience and compliance.

Requirements: university degree with 1–2 years in frontline service or secondary education with 3–4 years experience; IIQE papers 1–3; strong English and Chinese; Certified Banker is a plus.

Qualifications

• University degree with 1-2 years frontline customer service experience OR secondary education with 3-4 years experience.
• IIQE papers 1-3 completed.
• Proficiency in English and Chinese, written and spoken.

Responsibilities

• Provide proactive service to walk-in customers and cross-sell banking products.
• Meet and exceed sales targets assigned.
• Handle full range of banking products and refer to specialists when needed.
• Ensure compliance with bank policies and procedures.

Skills

Customer service

Sales skills

Product knowledge

Communication

Education

University degree

Secondary education + experience

IIQE Papers 1-3

Job description

Company Overview:

A reputable Hong Kong banking institution offering retail banking, wealth management, and lending services, committed to delivering excellent customer experiences and career development opportunities.

The position you are applying for falls under the Mandatory Reference Checking Scheme.

Responsibilities:

• To provide proactive service to walk-in customers and conduct selling and cross-selling of banking products to satisfy customers' needs
• Meet and exceed sales target assigned
• Responsible for full range of general banking products such as CASA, Cleaning Lending, Mortgage, Insurance and Credit Card.
• Actively acquire new customers through proactive sales effort
• Work to understand customers' banking needs for selling and cross-selling products
• Make sales referrals to branch colleagues or other departments as appropriate
• Participate in localized or off-site promotional activities
• Work with product specialists where appropriate to provide services to customers
• Conduct operational procedures in a compliant manner by following the Bank's policy and procedures

Requirements:

• University degree with 1-2 years or secondary education with 3-4 years experience in branch frontline customer service
• IIQE paper 1, 2 & 3
• Good command of written and spoken English and Chinese
• Candidate with the qualification of Certified Banker is an advantage