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17 Jan 2025

Officer, Virtual Advisory Channel (40001561)

Category:  Retail Banking Group
Job Type: 
Facility:  Retail Banking

Job Purpose

Take responsibility for :
- Via virtual communication channels (telephone, video call...) to onboard customers, consult suitable products to bring the best experience to customers
- Ensure compliance and reduce risk during process of handling transaction or provide products/service to customers

Key Accountabilities (1)

1. Customers: Onboard customers, consult suitable products to bring the best experience to customers
- Receive customer information to onboard customers, consult products/services via virtual channels which are suitable to customer's needs and comply with TCB products procedure and policy or refer to other sales force to bring the best experience to customers
2. Product and Service: ensure and improve service quality, create the best customer experience
- Update information on product, process/ guideline, MKT campaign, sales campaign and TCB guideline to provide best service to customer
- Consult and fulfill transactions based on customer's request precisely, comprehensively, timely to comply with TCB 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

Success Profile - Qualification and Experiences

- At least 3 year experience in Finance and Banking sector, virtual advisory experience is prioritized.
- Able to make a call out based on pre-defined call script or consult single, multi product/service/business campaign not included complex products such as Banca
- Graduated from College or higher at any fields or sectors
- Proficient in office software, banking software
- English proficiency: According to the Bank's policy in the each period

Key Relationships - External Stakeholders

Individual customers, competitors…

Key Relationships - Internal Stakeholders

Teams inside and outside RBG

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