About the role
FinEx AI summary
Serves as the first point of contact for branch customers, directing them to relevant areas and ensuring a satisfactory experience. Manages branch service quality, keeps staff updated on products and marketing, and oversees referral sales performance. Requires six years' banking experience, two years at supervisory level, and relevant HKSI/MPF/IIQE qualifications.
Core skills
Customer service and customer journey managementService quality managementReferral sales performance managementRetail banking product and service knowledgeBranch operations and proceduresHKSI Licensing Examination (Papers 1, 7, 8)