About the role
FinEx AI summary
Provides one-stop personal banking services via a contact centre and e-channels, handling calls, cross-selling suitable products, and developing customer relationships. Also addresses customer feedback and supports unit guidelines. Candidates need IIQE/HKSI qualifications, retail banking product knowledge, and at least four years of relevant experience.
Core skills
Retail banking services and productsInsurance and investment productsInbound/outbound call handlingE-channel bankingCross-sellingCustomer relationship management