Summary of Responsibilities:
Responsible for supervising private banking client service agents and other related staff (Database/Admin). Trains, coaches, and mentors employees on how to deliver the best practice of client service possible.
Job description:
• Check and approve the Transaction done by CSA Agents
• Investigate related problems and find solutions.
• Communicate with RM/related bank department via phone, and/or email.
• Training plan
• Conversation Script revision
• Handle major incidents that cannot be resolved by CSA junior agents
• Keep abreast of new investment products and services.
• Identify areas of improvement.
• Train agents on how to adequately address problem or how to write correspondence.
• Work with management on CSA Project/ Initiatives.
• Supervise Database/Admin staff.
Qualifications;
• Bachelor degree or higher in Finance, Economics, Business Administration, or Related filed
• 3 years or above in Retail Banking/Asset Management Operation Dept
• Project Management and Communication Skills
• Leadership
• Positive attitude and Creative Thinking
