Customer Relationship Banking Expert
7 hours ago
About Dah Sing Financial Group
At the forefront of Hong Kong's financial services landscape, Dah Sing Financial Group has been dedicated to delivering a wide range of innovative banking and insurance solutions through its extensive network across Hong Kong, Macau, and Mainland China.
Our CultureWe foster an inclusive environment built on mutual respect, trust, and teamwork. Our culture is grounded in the understanding that each individual brings unique strengths and perspectives, allowing us to grow together as a cohesive unit.
As we strive for excellence in all aspects, our core values are centered around a deep sense of empathy, driven by a commitment to providing personalized service that goes beyond mere transactions.
Job PurposeThis role is pivotal in enhancing customer satisfaction by offering proactive support and expert advice on a broad spectrum of banking products tailored to meet their diverse needs.
Main Responsibilities- Sales Performance: Meet or exceed sales targets assigned while consistently striving for exceptional customer satisfaction levels.
- Banking Product Expertise: Possess in-depth knowledge of various general banking products including CASA, Clean Lending, Mortgage, Insurance, and Credit Cards.
- Customer Acquisition: Employ proactive sales strategies to identify opportunities for acquiring new customers and expanding existing relationships.
- Product Cross-Selling: Work closely with customers to understand their banking requirements and offer suitable products or services that align with their goals and objectives.
- Team Collaboration: Effectively collaborate with branch colleagues and other departments to ensure seamless referrals and delivery of services.
- Operational Compliance: Adhere strictly to established operational procedures and Bank policies to maintain high standards of compliance and risk management.
- Education: A university degree with 1-2 years of experience or secondary education with 3-4 years of experience in frontline customer service roles.
- Certifications: Hold relevant certifications such as IIQE paper 1, 2 & 3.
- Languages: Possess excellent written and spoken English and Chinese communication skills.
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