Client Services Advisor

Wing

Management & Business Development

Job Responsibilities

• Identify sales opportunity and take appropriate actions to influence customer buying behavior by delivering the effective consultative service to both new and existing customer
• Process customer account opening over the counter to achieve individual set deposit target
• Verify customer identification and required documents to confirm their eligibility for account opening, and follow up any incomplete documents
• Resolve account service-related issues which aim to provide effective customer satisfaction and retention
• Maintain secure, efficient and accurate filing to keep the confidentiality of customers and serve as a reference for any further settlement of disputes
• Maintain the superior product and service knowledge to ensure the quality of customer service provided
• Create effective referral networks including internal relationships, existing customers and local market activities to broadly promote the Bank’s product and services
• Promote the Bank’s products and services to create the brand awareness and customer traffic
• Create effective referral networks including internal relationship, existing customers and local market activities
App Activation, KYC Upgrade, Internet Banking

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Job Requirements

• Education:
• Bachelor’s degree Finance and banking, accounting or any relevant fields
• Working Experience:
• Obtain at least 1 year working experience in customer service
• Business Understanding:
• Customer services
• Good in communication
• English is fair or good
Word, Excel, Internet and Outlook

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