About the role
Glasgow Branch sits within the first line of defence (1LoD) of the Bank and provides financial services to individual customers as well as Small and Medium-sized Enterprise (SME) clients. It is an important point of contact for individual customers to access their current accounts, mortgages, debit cards and credit cards services. As a Senior Associate Mortgage - Mandarin Speaking, you will be responsible to assist in marketing, loan, mortgage and sales delivery of products and services offered by the Bank. You will be also undertaking operational tasks to assist the Branch in achieving its targets and objectives. This is a full time permanent position.
Essential responsibilities
- Be responsible for customer inquiries
- Implement customer contact strategy
- Identify potential opportunities of sales and implement marketing strategies
- Develop long term relationships with customers
- Assist in on-going CDD review
- Conduct and maintain KYC compliance requirements
- Update and maintain accurate client/credit files
- Assist and conduct overall structured sales interviews, identify customer needs and ensure customers are offered products and services to suit their requirements
- Provide excellent customer service
- Process new accounts and mortgage applications, closure of accounts, change of customers’ information
- Maintain customer relationship and cross-selling relevant products and services
- Promote the Bank’s products in the target local business and commercial markets
- Support with MI reporting and KPI tracking related work
- Ensure all activities meet the Bank’s internal policies, procedures, and other regulatory and mandatory requirements at all times
- Support with system testing and maintenance
- Act as coordinator for projects with the second line of defence (2LoD) and third line of defence (3LoD)
Person specification
- Degree educated in Finance, Economics or Accounting
- CeMAP Qualification is required
- Experience in Marketing or Banking is preferred
- Knowledge of Retail Banking Products and processes is preferred
- Commercial awareness
- Good problem solving skills
- Good analytical skills
- Attention to details
- Highly organised
- Proficient in MS Office (Word, Excel and PowerPoint)
- Team player
- Excellent English and Mandarin communication skills
What we offer
In return, we will offer a great working environment and supported learning, a competitive salary and benefits package.
In alignment with Bank of China (UK) Limited recruitment policy, Criminal Reference Bureau and reference checks will be carried out in the event of an individual being offered a position with us.
Bank of China (UK) Limited is an equal opportunities employer.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
How to apply
If you wish to apply please follow the link below (you will be redirected to the Bank's career page).