This role assists in acquiring and managing clients to drive the bank’s business growth. The incumbent will develop a comprehensive understanding of each client’s financial needs, with a focus on sales, retention, and strengthening customer relationships.
VIP Relationship Executive Main Duties Prepare forms and documents for opening and closing accounts.
Assist customers in completing documents and forms, as well as other related transaction tasks;
Manage, record, and enter data into the system following established procedures, while ensuring all customer documents are organized and kept confidential;
Welcome and provide information about the Bank’s products and services to customers;
Provide solutions and work closely with relevant departments to deliver exceptional services to VIP customers;
Assist the VIP Relationship Manager in client communication, monitoring customer data and reports, and promoting additional bank products and services;
Collect and address customer feedback to identify areas for improvement, ensuring timely and effective resolution of customer issues;
Work closely with all relevant internal teams to ensure the highest quality of service is delivered to customers;
Maintain up-to-date knowledge about Bank products and services;
Perform other tasks as assigned by management.
Skills/ Experiences Bachelor Degree in Banking, Management or related field.
1 years, experiences as Sales Officer/Teller.
Computer literacy and English language proficiency, Chinese language is a plus.
Strong customer service and result-oriented personality.
High initiative, commitment, good communication and problem-solving skill and team building.
