Identify and develop new business opportunities and partnerships to support digital business growth. Assist in executing the business development and partnership strategy aligned with the Digital Business Division objectives. Manage relationships with corporate partners, merchants, fintech companies, payment service providers, and digital platforms. Coordinate with internal teams such as technical, product, merchant services, marketing, and operations to support partnership implementation. Support integration projects, including API partnerships, payment gateway connections, and digital platform collaborations. Prepare business proposals, partnership agreements, and commercial presentations. Monitor and track partnership performance and revenue contribution. Support marketing campaigns and promotional activities with partners to drive digital transaction volume. Maintain and manage a pipeline of potential partners and business opportunities. Conduct market research and competitor analysis to identify new opportunities. Prepare reports and performance updates for management. Perform other tasks assigned by the Deputy Head or management.
Effectively manage the operations of customer service, including supervision, service counters, and projects. Responsible for annual budget planning of branches. Prepare quarterly budget plans following the approval of the annual plan. Achieve individual and branch budgets, including profit and loss, CASA, deposits, fee income generation services, acquiring new customers across all segments, and managing referrals/retention of account relationships. Manage and develop human resources effectively, provide coaching and training, effective leadership, and fair, professional performance evaluation. Implement retention measures to reduce avoidable employee turnover and build stable, capable talent pipelines. Act as the first line of defense to prevent fraud, operational mistakes, and regulatory breaches. Effectively manage the operations by ensuring that internal controls, KYC/AML/other policies and procedures, and working guidelines are properly implemented. Strictly comply with instructions relating to security and confidentiality. Regularly communicate and supervise all staff to fully comply with the bank’s code of conduct. Set service standards from top-down and demonstrate customer-centric behavior as a role model for the whole team. Proactively track customer satisfaction metrics and conduct regular customer feedback surveys. Resolve complex customer complaints and negative feedback proactively to avoid escalation to executive management or public exposure on social media that damages the bank’s brand reputation. Proactively identify workflow bottlenecks, time-intensive repetitive tasks, and customer/employee friction points in daily branch operations. Break reliance on outdated legacy processes, collect optimization feedback, and escalate issues to branch management. Collaborate with cross-functional stakeholders to redesign, simplify, and streamline daily operational workflows for higher efficiency. Maintain good communication and cooperation with all business units, divisions, departments, and branches. May have other duties as assigned by senior management of the bank.
Be the project manager with a strong record of achieving results and be the prime contact for customers during implementation and deployment of our software and services. Be responsible and proactively focus to ensure successful completion of the project (organization, plans, budget, communication, risk management, documentation, and stakeholder involvement) on time or before time. Establish performance metrics and KPIs for the team and also for each engagement. Leveraging metrics/KPIs and your experience, identify and implement initiatives to continuously innovate and improve project management methodology and processes to achieve customer success. Build and deliver project plans by reviewing current and forecasted work plans and determining resource requirements to achieve project target timelines and quality expectations. Conduct pre-kick-off and kick-off meetings to establish and get alignment on project goals/objectives, project plans, project organization, milestones, deliverables, communication plans, risk management, and associated processes. Build a great team of implementation specialists with required domain knowledge and other required skills to make every customer engagement successful and delight the customer. Lead, develop, engage, motivate, mentor, and coach team members with respect to domain knowledge, performance, and career progression. Work with cross-functional teams and, if necessary, take corrective action to stay focused on customer success and successful implementations and within the budget. Develop in-depth knowledge of the domain and products to understand customer requirements; advise customers; and provide leadership, including giving product demos as needed, and ensure implementations are successful and completed on or before time and delight the customer. Be flexible and, if needed, work 10 to 12 hours in a day and also work at various timings to participate and coordinate with our global partners/customers who are in different time zones to ensure customer needs are met. Support the UAT testing team during project implementation. Take on other assigned responsibilities as required.
Warmly welcome customers by providing excellent service and consistent advice to customers following GSTP guidelines and protocol, either face-to-face, by phone, or by any social media connectivity. Onboard new potential customers or expand by converting existing customers and convince them to have transactions flow within the Canadia Bank account. Identify potential customers and proactively determine customers's needs to recommend appropriate products and services to customers and actively cross-sell/upsell the bank's and bank partner companies' products and services to customers. Be a banking service consultant; proactively identify demand and address areas of customer concern or dissatisfaction, following up and resolving any customer's complaints. Derive great productivity and deliver fast, efficient, and satisfactory services to our premier services lounge's customers. Operating banking operations for both system and documents, including cash and non-cash transactions, is accurately executed by strictly complying with bank policy, procedure, guidelines, and instructions for all eligible bank products and services. Work as a team to consistently deliver quality service to customers to achieve total customer satisfaction and/or excellent customer experiences. Build and maintain strong relationships with customers by strictly complying with instructions relating to security and confidentiality. Identify opportunities for new sign-ups, referrals, upsells, or cross-sells of banking products and services. Keep up-to-date with the bank guidelines, products/services, and current promotions. Contribute to the achievement of the bank's objectives and goals. May perform duty as assigned by manager.
Develop and generate sales opportunities by onboarding new potential customers and expanding existing customers, both individual and corporate, to achieve branch targets. Promote and cross-sell the bank products and services among target customers as well as mobile banking, QR, POS, and debit/credit cards to increase brand awareness. Direct, supervise, and support the deposit sale team to ensure team members achieve their targets. Visit customers on-site and coordinate with the team and relevant parties upon request from customers. Identify potential customers and understand their businesses to recommend appropriate products and services to customers and bring in a new deposit base. Build and maintain relationships with new and existing customers by providing a friendly banking experience as well as keeping customers satisfied. Process new account openings, account maintenance, and updates to customer information and documentation. Handle customer needs and provide appropriate solutions to customers. Prepare a daily plan and sales pipeline and submit it to the line manager for review. Ensure customer account opening documents comply with policy and procedure. Explore ideas, customer feedback, and suggestions for improvement and success. Perform other tasks assigned by management.
Lead and supervise the Product Marketing team to ensure high-quality performance and timely delivery of all tasks and effective marketing strategy development. Oversee and verify all marketing communication plans and contents produced by subordinates to ensure accuracy, adherence to internal and external requirements. Manage marketing campaigns for customers' awareness and acquisition of the Bank's products and services in line with business goals. Conduct competitive analysis and monitor market trends, competitor activities, and customer insights to support data-driven decision-making. Coordinate with branches, business units, sister companies, and all stakeholders to ensure clear communication and timely, budget-compliant campaign execution. Develop campaign messaging that aligns with brand guidelines and marketing standards. Manage campaign budgets and resource allocation efficiently. Monitor the campaign against business performance and implement improvements as needed. Prepare reports and identify strategic growth opportunities. Oversee production of campaign materials and manage supplier communications and documentation.
Enthusiastically participates in and supports all bank sales and marketing programs intended to build a customer base and enhance customer retention. Seeks referrals from existing customers and other referrals from the network. Contribute directly to the sales, profitability, and business growth of the branch. Ensures that the branch's expenses are within the approved budget. Maintains and regularly checks the branch's security camera. Responsible for preparing a schedule of activities in the branch and assigning the tasks to different individuals depending on their designation in the branch or a particular department. Assists the branch manager in looking after the day-to-day operations of the branch and resolves any problems/conflicts faced by the staff in discharging their duties. Work closely with the branch manager to devise strategies for improving the overall performance of the branch. S/he implements these strategies and briefs the staff on new policies and practices that need to be adopted. Assist the branch manager in preparing budget planning, especially with regard to the operations area. Achieve individual and branch budgets through new customers, referrals, and retention of account relationships by keeping Branch Management and the HR Dept. informed. Assist the branch manager in attaining the established branch's goals and annual business plan and proactively develop marketing strategies to improve branch performance as well as to gain more market share. Determines and develops the budget for the daily expenses of the branch. Participates in community affairs to increase the bank's visibility and to enhance new and existing business opportunities. Reinforce the internal regulations of the Canadian bank, particularly guiding all staff to follow the bank's discipline, to practice professional discretion, to reinforce internal/external relationships, and to adhere strictly to the bank's Code of Conduct. Assist the branch manager in evaluating the abilities, capabilities, and knowledge of each staff member to ensure that staff are placed in the right job. Must effectively coach and train colleagues to develop their skills and capabilities. Provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance, and staff motivation. Encourages staff to upgrade their foreign language skills, especially English and Chinese. Keep a close eye on the local competitors. Identify new market needs and profitable product and service opportunities, keeping Canadian Bank in the lead of the competition. Responsible for all duties and functions in the absence of the branch manager. Assist the branch manager in creating a friendly environment in the branch that keeps both customers and employees happy. Code of Conduct: Must strictly adhere to the bank's Code of Conduct, Guidelines, and Human Resources Policies and Procedures to ensure the professionalism of the bank, such as having good behavior and avoiding abusing or taking advantage of bank customers or bank properties for personal benefits, etc. Take immediate action to stop and report to superiors, senior management, and internal control management any violations or other misconduct. May perform duties in the absence of the operation staff, back office staff, or other such management capacities as assigned. May have other duties as assigned by his branch manager or senior management of the bank.
Enthusiastically participates in and supports all bank sales and marketing programs intended to build a customer base and enhance customer retention. Seeks referrals from existing customers and other referrals from the network. Contribute directly to the sales, profitability, and business growth of the branch. Ensures that the branch's expenses are within the approved budget. Maintains and regularly checks the branch's security camera. Responsible for preparing a schedule of activities in the branch and assigning the tasks to different individuals depending on their designation in the branch or a particular department. Assists the branch manager in looking after the day-to-day operations of the branch and resolves any problems/conflicts faced by the staff in discharging their duties. Work closely with the branch manager to devise strategies for improving the overall performance of the branch. S/he implements these strategies and briefs the staff on new policies and practices that need to be adopted. Assist the branch manager in preparing budget planning, especially with regard to the operations area. Achieve individual and branch budgets through new customers, referrals, and retention of account relationships by keeping Branch Management and the HR Dept. informed. Assist the branch manager in attaining the established branch's goals and annual business plan and proactively develop marketing strategies to improve branch performance as well as to gain more market share. Determines and develops the budget for the daily expenses of the branch. Participates in community affairs to increase the bank's visibility and to enhance new and existing business opportunities. Reinforce the internal regulations of the Canadian bank, particularly guiding all staff to follow the bank's discipline, to practice professional discretion, to reinforce internal/external relationships, and to adhere strictly to the bank's Code of Conduct. Assist the branch manager in evaluating the abilities, capabilities, and knowledge of each staff member to ensure that staff are placed in the right job. Must effectively coach and train colleagues to develop their skills and capabilities. Provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance, and staff motivation. Encourages staff to upgrade their foreign language skills, especially English and Chinese. Keep a close eye on the local competitors. Identify new market needs and profitable product and service opportunities, keeping Canadian Bank in the lead of the competition. Responsible for all duties and functions in the absence of the branch manager. Assist the branch manager in creating a friendly environment in the branch that keeps both customers and employees happy. Code of Conduct: Must strictly adhere to the bank's Code of Conduct, Guidelines, and Human Resources Policies and Procedures to ensure the professionalism of the bank, such as having good behavior and avoiding abusing or taking advantage of bank customers or bank properties for personal benefits, etc. Take immediate action to stop and report to superiors, senior management, and internal control management any violations or other misconduct. May perform duties in the absence of the operation staff, back office staff, or other such management capacities as assigned. May have other duties as assigned by his branch manager or senior management of the bank.
Enthusiastically participates in and supports all bank sales and marketing programs intended to build a customer base and enhance customer retention. Seeks referrals from existing customers and other referrals from the network. Contribute directly to the sales, profitability, and business growth of the branch. Ensures that the branch's expenses are within the approved budget. Maintains and regularly checks the branch's security camera. Responsible for preparing a schedule of activities in the branch and assigning the tasks to different individuals depending on their designation in the branch or a particular department. Assists the branch manager in looking after the day-to-day operations of the branch and resolves any problems/conflicts faced by the staff in discharging their duties. Work closely with the branch manager to devise strategies for improving the overall performance of the branch. S/he implements these strategies and briefs the staff on new policies and practices that need to be adopted. Assist the branch manager in preparing budget planning, especially with regard to the operations area. Achieve individual and branch budgets through new customers, referrals, and retention of account relationships by keeping Branch Management and the HR Dept. informed. Assist the branch manager in attaining the established branch's goals and annual business plan and proactively develop marketing strategies to improve branch performance as well as to gain more market share. Determines and develops the budget for the daily expenses of the branch. Participates in community affairs to increase the bank's visibility and to enhance new and existing business opportunities. Reinforce the internal regulations of the Canadian bank, particularly guiding all staff to follow the bank's discipline, to practice professional discretion, to reinforce internal/external relationships, and to adhere strictly to the bank's Code of Conduct. Assist the branch manager in evaluating the abilities, capabilities, and knowledge of each staff member to ensure that staff are placed in the right job. Must effectively coach and train colleagues to develop their skills and capabilities. Provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance, and staff motivation. Encourages staff to upgrade their foreign language skills, especially English and Chinese. Keep a close eye on the local competitors. Identify new market needs and profitable product and service opportunities, keeping Canadian Bank in the lead of the competition. Responsible for all duties and functions in the absence of the branch manager. Assist the branch manager in creating a friendly environment in the branch that keeps both customers and employees happy. Code of Conduct: Must strictly adhere to the bank's Code of Conduct, Guidelines, and Human Resources Policies and Procedures to ensure the professionalism of the bank, such as having good behavior and avoiding abusing or taking advantage of bank customers or bank properties for personal benefits, etc. Take immediate action to stop and report to superiors, senior management, and internal control management any violations or other misconduct. May perform duties in the absence of the operation staff, back office staff, or other such management capacities as assigned. May have other duties as assigned by his branch manager or senior management of the bank.