Officer, Treasures Onboarding Specialist, Consumer Banking Group
Hong Kong
DBS Bank
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full time
Published on www.allthetopbananas.com 09 Mar 2025
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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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.
#J-18808-Ljbffr
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