Chuyên viên tư vấn tài chính và dịch vụ khách hàng

Job Purpose

• Advising and providing personal financial products and services in accordance with customer needs, to bring the best experience to customers.
• Ensuring compliance and minimizing risks when processing transactions, providing products and services to customers.

Key Accountabilities (1)

1. Carrying out transactions and providing services
   • Perform work in accordance with policies, regulations, procedures, internal guidelines, and service quality commitments (SLAs).
   • Perform cash and non‑cash transactions for customers (such as opening accounts, receiving deposits, etc.) in accordance with TCB's procedures.
   • Update TCB's product information, regulations, procedures, marketing programs, sales campaigns, and guidelines to provide services to retail customers in the fastest and best way.
   • Receive and resolve customer requests and complaints in accordance with Techcombank's regulations.
   • Receive customers' opinions on products, processes, services, policies, etc., to provide recommendations to related departments for improving product, process, and policy.
2. Consulting
   • Identify opportunities for upselling, cross‑selling, consulting, and providing personal financial products and services suitable to customer needs.
   • Receive and understand customer information to advise and provide products and services suitable to customer needs or introduce positions according to regulations to bring the best experience to customers.
   • Identify opportunities for upselling and cross‑selling during the transaction process and encourage customers to use other products.
   • Exploit, consult, and provide personal financial products and services suitable to customer needs according to the assigned customer list in each period.
   • Ensure correct and complete advice on personal financial products and services in accordance with customer needs.
   • Develop customers through sales channels according to the bank's orientation from time to time.
3. Effective management: Manage plans and business results
   • Develop and implement individual business plans to achieve assigned business targets.

Key Accountabilities (2)

• Check transactions/documents arising during the day.
• Reconcile transactions and cash amounts, ensuring the balance in the cash fund reaches zero after the end of trading hours.
• Check the documents that have accounted for the previous day's transactions.
• Prepare daily reports after trading hours end.
• Be a member of the ATM fundraising team at the branch/transaction office/neighborhood.
• Perform other tasks as assigned by the Supervisor/Instructor Team Leader.

Key Accountabilities (3)

• Fully participate in TCB's training programs.
• Always have the spirit of self‑learning in work and life.
• Proactively build personal development plans.
• Always have an open attitude to share information with others and be willing to accept change.
• Take ownership and responsibility in work, aiming for outstanding results.

• Build a culture of cohesion and encourage colleagues to achieve success.
• Be fully aware of Techcombank's organizational culture and perform tasks in the spirit of TCB's 5 core values and behavioral standards, demonstrating Techcomer's DNA.

Success Profile - Qualification and Experiences

• Graduated bachelor preferably in majors: economics, finance, banking.
• At least 01 year of experience in the banking sector.
• Proficient in office skills.