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Assist in basic account opening for existing customer
Provide service delivery to internal/external customers to resolve account service issues
Execute financial transactions in accordance with bank policies and procedures
Refer opportunities to segment partners where appropriate
Create sales opportunities out of service transaction and resolve customer complaints/issues promptly and effectively
Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
1-3 years of relevant experience
Previous Retail Banking or similar experience required
Consistently demonstrates clear and concise written and verbal communication skills
Passed in Insurance Intermediaries Qualifying Examination (IIQE) Paper 1 & 3 exams
Passed in The Hong Kong Securities and Investment Institute (HKSI) Paper 1, 7, 8 exams is a plus