Personal Banking Officer / Assistant Personal Banking Manager (Centralized Credit Sales Team)

Job level Entry
Work exp 1 Year To 2 Years
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Employment type Full Time
Industry Banking
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > General / Operations
Banking / Finance > Private Banking / Wealth Management
Published On 04/11/2019
ref. 495342

Job No.: 495342
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Customer Service, Relationship Management



  • Grow the Bank's on-site sales projects with dedication to deliver exceptional quality services for potential customers
  • Achieve individual / business sales targets
  • Lead, support and motivate the team including development of mortgage lending business; assist in control of daily operations and relevant procedure, transactions and customer services
  • Comply with the relevant policies, procedures and guidelines of the bank to ensure full compliance with the Bank's policies, related banking ordinances, and other regulatory requirements
  • Work closely with supervisor(s) to enhance teamwork
  • Develop sales of banking products and handle customers’ complaints, monitor the service quality and strive for continuous improvement


  • University degree or equivalent
  •  1 to 2 years’ solid experience in banking and customer service, with experiences in banking sales and mortgage lending business will be a definite advantage
  • Qualifications in AHKIB / ACIB / AHKSA / ACCA / IIQE / HKSI related areas are preferable
  • Good knowledge and experiences in mortgage lending business a definite advantage
  • Familiar with banking products, operations and relevant policies and procedures
  • Sound communication and interpersonal, customer relationship management skills with positive attitude
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus