Description
Join Hang Seng Bank Limited as an AVP, Customer Onboarding & Specialist, Business Banking. As a reliable financial partner, Hang Seng Bank Limited attends to the specific business needs of corporate customers and provides efficient tailor-made banking solutions.
Principal Responsibilities:
- Manage clients through the full onboarding ecosystem & journey, ensuring complete and accurate documentation, timely processing and driving disciplined follow-ups with ecosystem, customers & target persona.
- Serve with understanding of the industry movements, common business model and policy changes involving China Nexus Customers while performing detailed quality reviews of onboarding submissions, identify gaps and risks, and provide clear, well-reasoned recommendations.
- Act as the dedicated, customer-facing point of contact throughout the account-opening journey, engaging clients professionally to confirm requirements, providing proactive status updates, and resolving queries promptly.
- Identify opportunities to support customers' broader banking needs during onboarding and refer clients to appropriate products and services.
- Track case progress against agreed service benchmarks, proactively escalating delays, risks, and documentation shortfalls, and driving actions to maintain momentum and meet turnaround expectations.
- Collaborate with internal stakeholders and cross-functional teams to coordinate approvals, align on requirements, and deliver a seamless onboarding experience.
- Contribute to a positive onboarding experience by maintaining clear, timely communication and managing issues effectively through to resolution.
- Maintain accurate, timely system updates and comprehensive case records.
Qualifications:
- University degree in Business Administration or related disciplines.
- Demonstrate understanding of the prevailing industry operating models and risk/complexity drivers.
- Proven years of work experience in providing high standard of customer service preferred.
- Knowledge in commercial banking and Know Your Customer (KYC) regulatory requirements on corporate customers.
- Passes in the Hong Kong Securities and Investment (HKSI) Paper 1, 7 and 8.
- Experience in handling CDD review for corporate customers preferred.
- Proficiency in both spoken and written English and Chinese.
- Good communication and interpersonal skills.
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.
- Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.