Banking Services Officer - Customer Growth & Cross-Sell

Hong Kong Job Consulting; Hong Kong; On-site; HKD 201,000 - 312,000; Full time

Job summary

Hong Kong Job Consulting is seeking a General Banking Officer Assistant Financial Services Manager for a banking role in Hong Kong. The position focuses on selling and cross-selling banking products while delivering proactive customer service to walk-in clients.

Responsibilities include meeting sales targets, handling CASA, lending, mortgage, insurance, and credit card products, and proactively acquiring new customers.

Qualifications

• University degree with 1-2 years of experience in branch frontline customer service; or secondary education with 3-4 years in frontline banking.
• Ability to work as part of a team in a fast-paced, frequently changing environment.
• Excellent interpersonal and communication skills in Cantonese and English, Mandarin preferred.

Responsibilities

• Meet and exceed sales targets assigned.
• Handle a full range of general banking products (CASA, lending, mortgage, insurance, credit cards).
• Actively acquire new customers through proactive sales efforts.
• 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.
• Collaborate with product specialists to provide services to customers.
• Perform operations procedures compliantly following bank policies.

Skills

Sales skills

Customer service

Team player

Interpersonal skills

English

Cantonese

Mandarin

Education

University degree

Secondary education

Job description

Hong Kong Job Consulting is seeking a General Banking Officer Assistant Financial Services Manager for a banking role in Hong Kong. The position focuses on selling and cross-selling banking products while delivering proactive customer service to walk-in clients.

Responsibilities include meeting sales targets, handling CASA, lending, mortgage, insurance, and credit card products, and proactively acquiring new customers.