Personal Relationship Assistant ost Date: Apr 08
Job duties:
· To handle all inferior HSBC Premier (HP) accounts and zero-balance HP accounts follow up work.
· To chase deposit from all Home Mortgage Loan (HML) customers with monthly average balance below the threshold for HML preferential interest rate.
· To answer all incoming HP phone calls if Personal Relationship Officer (PRO) is occupied and to be responsible for all messages HP customer leave in PRO’s voice mail.
· To make sure HP gift redemption mechanics works smoothly
· To proactively identity sales opportunities, cross-sell bank products and services most beneficial to customers, and individually complete sales process if all PROs are occupied.
· To back up PRO who is on leave or during lunchtime.
Job requirements:
· Bachelor degree holder with at least 1-2 years customer service experience, ideally in financial industry
· Good communication and selling skills
· Good understanding of Personal Financial Services products / services
· Good spoken & written English
· Well organized
· Nice personality and presentable appearance
PFS Maintenance Clerk ost Date: Apr 08
Job Duties:
· To verify, check personal outward remittance requests in accordance with Forex regulations and requirements and take appropriate actions to ensure the correctness and completeness for operation staffs’ further process.
· To chase and handle SNAG cases in a timely manner and ensure problems are solved promptly
· To check and sort FCY Payment and Declaration Forms, reporting form for Overseas Remittance Receipts, and to prepare daily and monthly return for supervisors checking.
· To file the department related documents in a systematic order and assist the branch in other paper work.
· To handle incoming and outgoing correspondences and the document transfer between the sub-branch and main branch and to send out facsimiles and distribute incoming ones in order.
· To attend to the incoming telephone calls to customers satisfaction.
Job Requirements:
· Good understanding of customer accounts, remittances and PFS products.
· Good understanding of local regulations
· Good command of oral and written English
· Good command of Microsoft Office Software
· Good communication skills
· Good problem solving skills
我们的联系方式是: lauraye@hsbc.com.cn
信息来源: 上海大学bbs