Generalist, Client Services, SME Banking

DBS Bank; Hong Kong; On-site; HKD 240,000 - 320,000; Full time

Job summary

DBS Bank Ltd in Hong Kong is seeking a Customer Service professional to join SME Banking. You will assist team leaders and relationship managers to handle inquiries, complaints, and referrals of SME banking business, helping maintain high customer satisfaction.

Day-to-day duties include onboarding new accounts, account maintenance, monitoring CDD progression, preparing daily TOD and time deposit reports, entering AOS, collecting fees, and supporting credit proposals and document checks.

Qualifications

• Preferably Degree holder with major in Finance / Business.
• Minimum 2 years’ relevant experience preferably in SME Banking with good credit sense.
• Computer literacy
• Fluent English and Mandarin speaking.

Responsibilities

• Assist team leader and relationship manager to handle customer phone-in inquiries.
• Timely and properly handle customers’ complaints.
• Refer SME banking business to RMs and relevant units; assist improvement in customer satisfactory score.
• Support RMs in daily operation activities: New Account Onboarding, Account Maintenance, CDD progress, TOD and Time Deposit reports, AOS input, and reports.
• Assist RM to complete credit proposals (OSCA, e-form, ORCR) and check documents before submission.

Skills

Fluent English

Mandarin

Computer literacy

Education

Degree in Finance / Business

Job description

Business Function

SME Banking provides corporate customers with a full range of SME banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

SME Banking provides corporate customers with a full range of SME banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Responsibilities

Assist team leader and relationship manager to handle:

• To timely and accurately handle customer phone-in inquiries
• To timely and properly handle customers’ complaints
• To timely and accurately refer all SME banking business to RMs and relevant units
• To assist improvement in customer satisfactory score

To timely and accurately support RMs in daily operation activities including:

• New Account Onboarding
• Account Maintenance
• Keeping track of the CDD review progress and document delivery
• Handling of daily TOD report
• Handling of daily Time Deposit report
• AOS input
• Obtaining company search/ land search/ CCRA/ TU report/verbal valuation report
• Assist RM to complete the credit proposal, including OSCA, e-form, ORCR etc....
• Conduct the preliminary checking on documentation uploaded in system prior to submitting to Credit Division
• Filling & photocopying of documents
• Collecting of Ad-Hoc fees
• other ad-hoc tasks to be assigned by manager

Requirements

• Preferably Degree holder with major in Finance / Business
• Minimum 2 years’ relevant experience preferably in SME Banking with good credit sense.
• Computer literacy
• Fluent English and Mandarin speaking

Location

Mira Place Tower A

Job

Customer Service

Schedule

Regular

Employee Status

Full time