Offer summary

Qualifications:

At least 5 years of experience in the Finance and Banking sector, with a preference for virtual advisory experience., Graduated from college or higher in any field or sector., Proficient in office and banking software., English proficiency as per company policy..

Key responsibilities:

Onboard customers and inform them about suitable products via virtual communication channels.

Ensure and improve service quality to create the best customer experience.

Handle customer issues and suggest improvements for products and processes.

Report customer service activities and manage business plans to achieve KPI indicators.

Job description

Job Purpose

'Take responsibility for :

Via virtual communication channels (telephone, video call...) to onboard customers, inform customers about suitable products ensuring the best experience to customers

Key Accountabilities (1)

Customers: Onboard customers, inform customers about suitable products to bring the best experience to customers
Receive customer information to inform customers about products/services via virtual channels which are suitable to customer's needs and comply with products procedure and policy or refer to other sales force to bring the best experience to customers
Onboard and take care new customers
Product and Service: ensure and improve service quality, create the best customer experience
Update information on product, process/ guideline, MKT campaign, sales campaign and guideline to provide best service to customer
Informcustomers about products and support based on customer's request precisely, comprehensively, timely to comply with products procedure, policy and SLA
Take care customer, receive and handle customer issues
Suggest and propose ideas with relevant units to improve product, process to make it become more efficient

Key Accountabilities (2)

System: comply regulation & manage risks
Perform every activities in accordance with policy, process, regulation.
Identify customer information as well as acknoledge warning signals before and after customer transactions following regulations
Manage operational risks following guideline
Identify, report and participate in risk handling process
Comply regulation on information security and confidential

Key Accountabilities (3)

Human resource: develop people and build up organization culture

4.1.Develop individual capability

Fully attend training courses
Always find opportunity to learn and improve at work and in life
Actively build up development plan
Willing to share information, be ready to any changes happened
Take ownership, take responsibility at work to achieve outstanding result

4.2.Build up organization culture

Build up solidarity culture, encourage colleagues to achieve success
Fully aware of TCB culture and follow 5 core values, behaviour standards
Effectiveness management: manage business plan and business result
Build up personal customer service plan and follow to achieve KPI indicators
Report customer service activities to manager as request

Perform other tasks as requested by management

Key Relationships - Direct Manager
Manager of the unit

Key Relationships - Direct Reports
NA

Key Relationships - Internal Stakeholders
Teams inside and outside Divison

Key Relationships - External Stakeholders
Individual customers, competitors…

Success Profile - Qualification and Experiences

At least 5 year experience in Finance and Banking sector, virtual advisory experience is prioritized
Able to conduct multi products conversation via virtual channels for products or take care efficiently customers in portfolio
Graduated from College or higher at any fields or sectors
Proficient in office software, banking software
English proficiency: According to the policy in the each period

Required profile