CitiPhone Officer 信用卡電話理財服務專員


Technical Skills

  • Compliance
  • Cost Control
  • Costing
  • Process Improvement
  • Sales
  • Training

Job Description

CitiPhone Officer 信用卡電話理財服務專員

Location: APAC-TWN-TPE-Taipei


  • Deliver Business targeted cost control and saving plan for Unit
  • Find and work with Sales Plan Team to initiate new cx-sell and referral opportunity
  • Deliver monthly sales performance


  • Arrange sufficient manpower resource to ensure that service
  • Indicators are achieved
  • Investigate and resolve complicated customer problems or serious complaints
  • Ensure delivery of superior service quality and constantly look for improvement to close service gaps

Process Control and Compliance:

  • Work with Sales Plan Team to set monthly sales targets, assist Department Head to monitor sales performance and implement sales leveraging activities to cultivate the sales culture and achieve the stretch cross-sell targets
  • Take initiate action to arrange manpower resources when the incoming call volume is fluctuating from time to time to ensure that excessive resources are fully utilized and on other hand service level is maintained and if appropriate report to management for decision
  • Assist Cards Service and Sales Department Head to enforcing compliance rules of ethical standards for sales
  • Assist Cards Service and Sales Department Head to ensures adherence to performance measures and standards within a sales and service environment.
  • Work with MKT and Sales Plan/Development Team for new sales product plan
  • Work with Cards Service and Sales Department Team Leader for sales process improvement
  • Work with Direct Service team for sales automation process design
  • Design Cards Service and Sales Department monthly sales contest and team contest
  • Design Cards Service and Sales Department CPO Sales performance improvement plan


  • Superior cards product/procedural/technical knowledge
  • Strong communication and interpersonal skills
  • Service and sales-oriented
  • Good business sense
  • Strong supervisory and leadership skills
  • Strong problem solving and analytical skills 
  • Self-initiative and positive
  • Strong sense of job responsibility
  • Good planning and organization skill
  • Good training skills
  • Creative
  • Sound decision making
  • Strong numerical analysis skill on managing service ans sales performance
  • Outstanding influence power
Employment TypeFull-time
Education LevelNon-specified
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station