Job Description

Responsibilities

• Drive cash and deposit base and push utilization for Portfolio Clients mainly in Transaction Banking
• Provide fundamental and effective support to Relationship Managers (RMs) covering all phases of client relationship building and account management.
• Ensure timely execution of clients’ transactions and liaison with various internal stakeholders to resolve any issues or queries.
• Assist RMs in daily maintenance of accounts and operational matters relating to clients’ deposit accounts, loans and/or trade facilities. This includes following up on clients’ instructions and to facilitate loan disbursement and rollover matters.
• Perform KYC (customer due diligence) for new-to-bank client onboardings and/or annual periodic reviews in adherence to compliance regulations and internal policies.
• Participate in projects, lead and conduct client calls independently on Bank’s documentary requirements.
• Act as a point of contact for client inquiries and request; help resolve client issues and escalate when necessary.
• Contribute to client’s process and service improvement initiatives to ensuring a smooth client experience.
• Assist with marketing activities and business development effort.
• Organize and support client events.
• Handle any other ad-hoc tasks assigned by RM.

Qualifications

• Degree in Banking / Finance / Business
• Minimum 2 to 5 years of working experience in a banking service role
• Knowledge of corporate banking products will be an advantage
• Familiarity with KYC/AML procedures
• Service-oriented with good communication, interpersonal skills and problem-solving skills
• Organized, meticulous and a good team player
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)