Personal Banker

Location: Hong Kong, Hong Kong
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH209482_1534499072


  • To provide sales & service support to branch and serve consolidated banking customers
  • To deliver quality services to customers and to ensure that all customers requests and enquiries are timely handled
  • To acquire new accounts through the branch walk-in customers and make referrals to Consultants/Professionals for further business development
  • To promote and cross-sell General Insurance product
  • To complete loan application, conduct TU checking, screen income proof and supporting documents on loan application
  • To assist in meeting overall branch sales and service goals


  • University graduate with at least 1 year of customer service or sales experience with retail banking
  • Good knowledge of banking products & services, operations & procedures and systems
  • Good problem solving skills
  • Proactive with good communications & interpersonal skills
  • Good command of English, Cantonese & Mandarin
  • Passed HKSI paper 1, 7, 8 and IIQE paper 1, 2, 3