Officer, Treasures Onboarding Specialist, Consumer Banking Group
3 days ago
Job Title: Officer, Treasures Onboarding Specialist, Consumer Banking Group (WD72300)
Business Function:
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage.
Responsibilities:
- Build solid Customer Base:
- Be the "Hunter" role for customer acquisition in order to drive more customer numbers.
- Assigned to branches of the network as base and to source customers including, but not limited to, nearby residential estates, office buildings, government departments, etc.
- Reflect customer feedback & competitive situation and recommend suggestions to Team Leader.
- Relationship Building and Account Servicing:
- Open account, complete application & related documentation for customers.
- Keep abreast of the latest product/market knowledge to demonstrate high level of functional competencies and professionalism when interacting with customers.
- Handshake all Treasures customers properly to TRM for relationship building & follow-up.
- Customer Experience Management:
- Provide superior service to customers in accordance with the Bank's required service standards.
- Process and follow through customer requests and inquiries to ensure customer satisfaction.
- Account Opening System Support:
- Help to support ad hoc projects required by management or project base, if necessary.
- Sales Governance and Compliance Control:
- Adhere to bank's policies, standards, operations guidelines/procedures, security and internal control measures.
- Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, sales staff's licensing and fitness & properness, KYC, anti-money laundering & documentation completeness in a/c opening & in each deal.
- Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies.
Requirements:
- Degree holder, preferably in business or finance related discipline.
- MUST be registered TR (Long Term (excl. linked long term)) with passes in IIQE papers 1 & 3; or equivalent.
- Preferably be registered TR (General & Long Term (incl. linked long term)) with passes in IIQE papers 2 & 5; or equivalent.
- Preferably be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
- Fluent in Cantonese, Mandarin and English are required.
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
We regret only shortlisted candidates will be notified.
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