Principal responsibilities

  • Handle customer enquiries, perform banking transactions and resolve customer dispute or complaint cases with care and in compliance with all internal and regulatory requirements
  • Provide comprehensive and professional phone banking services to premier customers, working to acquire, retain and develop relationships through our phone channel
  • Understand customer needs and recommend appropriate financial solutions, enabling customers to enjoy the full benefits of our comprehensive range of products and services
  • Support the Bank’s initiatives as and when necessary


  • 遵守內部和監管機構要求,用心地接聽客戶查詢、進行銀行交易和解決客戶爭議及投訴
  • 提供全面及尊業的電話銀行服務給卓越理財客戶,以電話渠道取得、保留及建立良好的關係
  • 了解客戶的需求,從而介紹合適的理財方案,務使客戶能夠受益於我們全面的產品和服務
  • 支援銀行推行的計劃



  • Hong Kong Certificate of Education Examination or Hong Kong Diploma of Secondary Education holder with some working experience, or holder of associate degree, higher diploma or degree from a tertiary institution
  • Financial institution or call centre experience preferable
  • Highly customer-focused approach, with the drive to provide the highest level of client service
  • Insurance or investment licences a definite advantage
  • Effective communication and problem solving skills
  • Fluency in Cantonese and English, with Putonghua proficiency an advantage
  • Willing to perform shift duties, including weekends and public holidays if required. Appropriate shift allowance will be granted


  • 香港中學會考, 香港中學文憑畢業而具相關工作經驗或具專上學院副學士、高級文憑或學士學歷
  • 有金融機構或電話中心經驗為佳
  • 擁有高度以客為先的態度及提供最優質服務的動力
  • 具投資或保險牌照為佳
  • 良好的溝通及解決問題技巧
  • 能操流利廣東話及英語,懂普通話更佳
  • 願意接受輪班工作,包括按需要於週末及公眾假期工作。將享有輪班津貼