个人金融银行-Personal Banker 个人理财顾问
公司行业:
公司类型:
公司规模:

职位类别:金融/银行/保险/证券/投资
工作地点:上海 发布日期:2008-07-06
工作经验:1-3年 最低学历:本科
管理经验: 工作性质:全职
招聘人数:若干

职位描述/要求:
Job Responsibilities:
  • To Handle customer service such as product inquiries, account opening/maintenance, financial transaction, service issues/problems
  • To outsource and develop affluent market prospects through different channels
  • To proactively sell and cross-sell consumer banking products and services to targeted customer to meet their financial needs
  • To achieve the pre-set sales and service goal under increasing customer demand and keen market competition
  • To establish, maintain and manage good relationship with customers and ensure customers have a consistent, superior Citibanking experience through delivering highest level of service
  • To strictly abide by the requirements of compliance & internal control on sales activities

Requirements:

  • High Integrity
  • University graduate with minimum 2-3 years’ working experience in banking, sales and client service environment
  • Knowledge of banking products and services and related branch operations and procedures, system and technology
  • Goal oriented and able to work under pressure
  • Good service attitude, strong sales-driven and persuasive
  • Good interpersonal, communication and telesales skills
  • Knowledge on compliance and security policies and procedures
  • Knowledge on financial market and economic trend
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