Associate - Customer Service OCT Branch

Posted: Aug 06, 2026 Expires: Not specified View Jobs in Banking
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Roles & Responsibilities

Key Responsibilities:

  • Receive, verify, Authenticate, call back and processing thereof of all instructions delivered at the branch e.g RTGS, TT, FDR, Forex conversions, stop payments, Treasury Bills, cheque book requests, card applications.
  • Preparing audit confirmations, certificate of balance, interest certificate and opinion letters for customers.
  • Ensuring the completion of all account opening documentation and following up on deficiencies.
  • Facilitating customers’ access to lockers.
  • Attending to walk-in customers enquiries on account opening and products so as to maximize conversion of enquiries to sales.
  • Responding to all written and oral complaints and enquiries received from customers.
  • Cross-selling the Bank’s range of products and services to existing and new customers and acquire new active accounts/Business.
  • Ordering of cheque books and cards as per customer specification.
  • Safe custody and management of cards and cheque books.
  • Collection of all service charges as per bank tariff to ensure nil income leakage.

Academic Qualifications:

  • Bachelor’s Degree in Business, Banking or related field.

Work Experience Required:

  • At least one (1) year relevant experience in a similar role in a similar sized organization.
  • Excellent communication and interpersonal skills.
  • Ability to speak Chinese language.