* Serve as the lead point of contact for all customer account management matters* Build and maintain strong, long-lasting client relationships* Negotiate and close sales to maximize profits* Develop trusted relationships with customers.* Ensure the timely and successful delivery of our solutions according to customer needs and objectives* Clearly communicate the progress of monthly/quarterly initiatives to team leaders.* Develop new business with existing clients and/or identify areas of improvement to meet sales quotas* Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)* Collaborate with team to identify and grow opportunities within territory* Assist with challenging client requests or issue escalations as needed

* Understand of the bank’s products and services to provide solutions using tablets and technology to resolve more digital and technology related solutions to customer’s needs.* Promote and deliver our digital channel and Life Sign Technology to NTB or ETB customers. Sharing digital knowledge to customers to create awareness and increase the adoption rate and usage that is convenient to customers.* Effectively question and listen to customers by fully understand both new & existing customer’s financial needs.* Operate within a customer facing capacity in branch, generating revenue growth by meeting and exceeding customer needs;maximizing opportunities across all retail customer segments by selling retail products and insurance.* Collaborates with colleagues (PB1), stakeholders and specialists given customers the best banking solutions and by proactively providing customers the preferred solution in the market.* Ensure to attends all training programmed to continuously harness skills and knowledge and be competent when talking to customers.* Building and developing a customer base and pipelines through the use of contact lists, referrals and walk-ins.* Update customer information in to bank system for KYC / AML.* Achieved in all Compliance, Audit, SOX and other regulatory requirements to ensure no reputation, monetary and operational losses

* Collaborated with different HSBC North America departments to perform customer service for reporting fraud issue, update customer personal account information and credit card points redemption via phone;* Investigated suspicious transactions by performing High Risk KYC identification; * Analyzed, investigated and servicing online banking system issue and problems, escalated large impact system issue to senior IT support center to minimize problem fixed-time for customer;* Maintained and developed the North America retail banking clients' relationship by offering credit card bill pay service, account opening service, installment loan application and mortgage application;* Provided interpretation service for Asia region customers who do not speak English for reporting of credit card fraud issues, business account inquires, installment loan inquires, Retail and Premier banking fraud monitoring;* Performed cross-sales referral for upgrading customer service level;* Attended professional retail banking service training course every 3 months in order to meet the banking requirements;* Performed as a good team player in a team of 25 people;* Promoted as a Premier Client Service Officer in the year of 2010.

* Under general supervision, in an inbound call center environment, service inbound calls from customers. * Conduct outbound calling to initiate a customer contact or follow-up with a customer request.* Responsible for relationship building and account management while resolving customer inquiries in a professional manner.* Investigated suspicious transactions by performing High Risk KYC identification; * Able to work as a team player.

* Promoted as a Premier Service Officer in the year of 2018.* Under general supervision, in an inbound call center environment, service inbound calls from customers. * Providing high quality service to our premier customers and help resolve their queries at first contact where possible.* Achieving individual performance expectations and development.* Maintaining appropriate operational risk control and compliance in all activities* Managed good customer relationship and increased customer satisfaction through delivering fast and significant solution and advice for customer.

* Provided direct marketing and sales support to field/distribution sales organization. * Managed to maintain sales quality in order to generate and process sales leads;* Analysis customer purchasing habits and marketing sales database to acquire new customer, and reach current customer satisfactions;* Increased sales volume by performing sales skills to meet different types of customer needs;* Updated sales module in property management application to ensure daily recording of total sales into master controls;* Experienced in selling intangible/conceptual product and service

* Experience in selling intangible/conceptual product and service; * To achieve & hit monthly sales target* Responsible for offering and providing bank card information service to existing or potential client;* Assists client in set up of bank card account and processing systems; responds to issues that may require troubleshooting;* Ensure the maintenance of systems and accounts including inquiries regarding billing, payment, and procedural issues;* Develops and maintains relationship with clients; identifies client requirements and recommends appropriate service;

* Responsibility for sales process from initial point of contact;* Achieve monthly sales target; identify and acquire new customer and opportunities, effectively perform sales of properties to achieves personal sales targets.* To ensure daily recording of sales into the master control and update sales module in property management application.