Reporting line: Head of Department/ Relationship Manager/ Team Leader
1) Transactional Support:
- Attend to client queries, ensuring all queries are responded timely, professionally and in line with the Bank's service standards.
- Proactive in identifying client needs, consulting and providing necessary support, actions to ensure smooth transaction execution.
- Manage all client communication of the assigned portfolio; maintain necessary documents, records for all operations and effective relationship management.
- Liaise with various departments within the bank to ensure resolution of customer requests and enquiries pertaining to transactions and/or documentation in a timely manner.
2)
Business Development:
- Assist Relationship Managers (RMs) to manage overall client relationships with the assigned portfolio.
- Support RMs to maximize the Bank's wallet share in relation to credit limit utilization and capture cross-sell business opportunities.
- Join clients' calls along with RMs to facilitate work requirements.
3) Planning and Compliance Support:
- Coordinate with KYC/AML Team to obtain necessary legal documents from clients and ensure completion of account opening and Know-Your-Customer (KYC) timely monitoring & diligent management of full client portfolio for periodic and ad-hoc KYC review.
- Support Team Leader in preparation of internal planning, business reporting activities.
- Support Team Leader in performing local compliance coordinator role as assigned from time to time.
- Administer all work and ensure compliance to all guidelines & procedures.
- Attend to other administrative tasks, managerial preparation and any other specific projects/ tasks as to be assigned by the Team Leader and Head of Department from time to time.
