Credit Approval Clerk Post Date: 1 Mar 07
Job duties:
Collect mortgage loan and other personal loan documentations from branches
Check the completeness and correctness of all loan documentations and follow-up with branches on any missing information
Conduct initial evaluation of each loan application against laid credit guidelines
Assist to prepare all related personal loan MI
Assist in the End Buyer Finance project approval and progress tracking
Job requirements:
Bachelor degree or above
At least 2 years work experience in consumer banking area preferably in credit related field
Strong sense of responsibility
Good communication and interpersonal skill
Meticulous
Fluent English and Mandarin
Education Level Bachelor
Job Function Personal Financial Services
Job Location China-Shanghai
Job Type Full Time
Work Experience 2 Year(s)
Branch Performance Officer Post Date: 1 Mar 07
Job Duties:
To support Branch Performance Manager to monitor and improve branch sales performance.
To support Branch Performance Manager on initiatives to enhance daily sales activity management
To support Branch Manager on sales initiatives to grow HSBC Premier customer base and portfolio balance
To support Branch Performance Manager on initiatives to improve Personal Relationship
Manager/Personal Relationship Officer sales productivity
Job Requirement:
Bachelor degree or above
3 years or above banking frontline sales experience is preferred
Good interpersonal and communication skills
Strong reasoning and analytical ability, strong problem solving skill
Self-driven, willing to work under pressure and taking challenge
Strong PC skills, especially on Excel
Education Level Bachelor
Job Function Personal Financial Services
Job Location China-Shanghai
Job Type Full Time
Work Experience 3 Year(s)
Credit Approval Officer Post Date: 1 Mar 07
Job duties:
Perform initial evaluation for personal loan applications (mainly mortgage loan) from all AOC branches against laid credit guidelines
Maintain regular contact with branch sales staff and answer branch enquiries related to personal loan
Coordinate end-buyer finance project proposals submitted by branches
Prepare all personal loan related MI and submit to management in a timely manner
Lead a team of credit approval clerks, ensure tasks are allocated to subordinates fairly and performance is tracked effectively
Develop subordinates and improve their personal credit related knowledge
Job requirements:
Bachelor degree or above, major in business/finance related
At least 3 years relevant work experience with over 1 year experience in a supervisory role
Proficiency in written and oral English
Proficient PC skill, especially in MS Office (Word, Excel, Powerpoint)
Good analytical and logical thinking ability
Good communication, time management, and organization skills
Committed, self-driven and able to work under pressure
Education Level Bachelor
Job Function Personal Financial Services
Job Location China-Shanghai
Job Type Full Time
Work Experience 3 Year(s)
Sales Quality Assurance Officer Post Date: 1 Mar 07
Job duties:
Conduct regular Personal Financial Services(PFS) internal check according to pre-set checklist and produce check report at required manner
Promulgate and reinforce new policies of PFS within branches and make assurance of the effective implementation
Keep awareness of branches’ practice and be sensitive to report any incompliant selling activities
Other tasks upon request from Sales Quality Assurance Manager and PFS Wealth Management Manager
Job requirements:
Bachelor degree or above
2-3 years experience in individual banking with at least 1 year in sales position, and have a good understanding of PFS product knowledge and compliance policies.
Honest, initiative, responsible, constructive and have strong logical thinking and communication skills in both English and Chinese
Good computer operational skill
Able to work independently under pressure, have a good capability of self-management and be willing to travel frequently
Education Level Bachelor
Job Function Personal Financial Services
Job Location China-Shanghai
Job Type Full Time
Work Experience 2 Year(s)