Client Relations Specialist – Banking Transactions & Inquiries

BDO Unibank

Hong Kong

On-site

HKD 180,000 - 280,000

Full time

12 days ago

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

BDO Unibank is seeking a Client Relations Associate in Hong Kong to provide service for account opening, deposits, inquiries and after-sales support. You will process over-the-counter transactions accurately and efficiently, including deposits, withdrawals, and remittances, while maintaining strict privacy and compliance with KYC/AML requirements.

The role emphasizes handling inquiries, ensuring data privacy, and supporting daily banking activities with diligence.

Qualifications

Bachelor’s degree relevant to the job.
At least one year customer service experience from bank to respond to inquiries and process transactions in line with policies (KYC).
Experience handling banking transactions and related operations in a compliant manner.

Responsibilities

Performs start and end of day banking activities and processes over-the-counter transactions including issuances of passbook, checkbook, certificates and bank certification.
Posting and verification of own transactions including offline transactions.
Handles client inquiries including rates, product features and related matters.
Ensures confidentiality of passwords and in all assigned systems; ensures compliance to Bank’s policies and KYC/AML, Data Privacy and Service Quality Standards.
Performs other duties that may be assigned from time to time.