Manager / Assistant Manager, Customer Data Maintenance(Account Services)

What you'll be doing?

• ​Process new account openings for individuals and companies in compliance with regulatory guidelines such as AML, KYC, CDD, and ECDD
• Perform daily customer and account maintenance tasks, including account clean-up exercises, project reviews (e.g., high-risk customer review), account reactivation, and customer information updates Ensure branch operating procedures are properly complied
• Ensure compliance to branch operating procedures
• Assist the section head in reviewing and suggesting improvements or reengineering of current workflows, promptly reporting any irregularities 
• Assist unusual or challenging customer issues or direct them to the appropriate department if needed
• Handle authenticates/countersigns documents or correspondence for other oversea branches
• Collaborate with IT development team to introduce and implement a digital platform enhancing the customer application process. 
• Facilitating effective communication between users and the IT team
• Offer guidance and assistance to team members through coaching and support
• Foster and nurture strong customer relationships with both internal and external stakeholders
• Manage incoming calls and email inquiries from various parties effectively and efficiently
• Prepare accurate and timely monthly, half-yearly, and yearly returns and statistics.
• Ad hoc duties as assigned

Who are we looking for?

• Bachelor Degree or above in Banking/ Finance / Business Admin or related discipline
• Minimum 5 years’ banking operation experience in Banking industry
• Business knowledge in banking operation such as corporate account opening
• Sound experience in software development and user acceptance test is preferred
• Possess project management skills, including analysis, determination, communication and presentation
• High proficiency in spoken and written English and Cantonese
• Good interpersonal and communication skills
• Outgoing, independent and self-motivated

Why you should consider this opportunity: We offer attractive remuneration package with fringe benefits to right candidates. such as

• 5 days work week
• Performance bonus
• Medical insurance (Including Spouse & Children)
• Life Insurance
• Birthday leave & family leave