Job Summary

• To assist the Senior Branch Operation & Service Manager and Relationship Manager to:
• Achieve / exceed the business targets set
• Control and administer the daily operations from Priority Banking customers
• Ensure that office rules, branch control and operational procedures are strictly adhered to
• To support Relationship Manager to deliver high quality service to our customers and identify sales opportunities to maximize new business acquisition

Strategy

• To assist the Senior Branch Operation & Service Manager and Relationship Manager to:
• Achieve / exceed the business targets set
• Control and administer the daily operations from Priority Banking customers
• Ensure that office rules, branch control and operational procedures are strictly adhered to

Business

• To support Relationship Manager to deliver high quality service to our customers and identify sales opportunities to maximize new business acquisition

Key Responsibilities

Processes

• Greeter Duty
• To conduct a/c opening and facilitate service request
• To conduct sales document checking/ follow up where required.  
• To facilitate sales and service process by up-keeping all necessary data tracking and system input.  例如: 協助客戶CASA開戶資料準備, 基金開戶,  錦華客戶資料更新 ,投資下單（基金, ETF, SN, SB, ELN, PCI etc.）,執行CIP。
• Referrals : To conduct sales activities via tag-on, cross-selling through customer enquires screening and compiling potential prospecting list.
• Collate data/information related to branch reporting.- Accurate & Timely Submission
• Reporting of Daily, Weekly and Monthly Returns where applicable
• Reporting of any other Ad hoc information required from time to time
• Review of all Daily/Monthly Reports via Report-to-Web (except GL Reports to be reviewed by BOSM)
• To scrutinize reports/schedules for unusual entries which may require further investigations / Escalations if required
• To raise any Suspicious Transaction Report (STR) if necessary
• Transaction (Financial) Approval : Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
• Assist in answering phones, general enquiries and investigations.
• SR & Document (Paper) Checking & Approval, and Cash Operations in absence of BOCEM
• To bring to the attention of the Senior Branch Operation & Service Manager any problems encountered together with any recommended solutions.
• To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

Skills and Experience

People & Talent

• To assist Senior Branch Operation & Service Manager to supervise the overall operations of the PP Team.

Risk Management

• To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

Governance

• Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas; Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct. 
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead the [country / business unit  function/\[team] to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] 
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Internal Contacts                    

• All branch sales and service staff 
• All frontline business stakeholders
• All Retail Banking departments stakeholders (Strategy Branch Operations & System / CEPG etc.), and
• Other support functions (IT / Audit / Finance / HR etc.)

External Contacts                    

• CPBB customers

Qualifications

License: 

• 信託業務人員
• 衍生性金融商品
• 人身壽險
• 內稽內控 (For Approval Role if)
• 信託管理 (For Approval Role for Trust if)

Role Specific Technical Competencies

• Anti-money Laundering Policies and Procedures     
• Customer Interaction    
• Understanding Customer Needs    
• Customer Support Policies, Standards and Procedures 

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.