Generalist, Customer Service, SME Banking

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 250,000 - 400,000; Full time

Job summary

DBS Bank (Hong Kong) Limited is seeking a Generalist in Customer Service for SME Banking at The Center. The role focuses on guiding customers through opening accounts, explaining product features, and providing a smooth onboarding experience for new clients.

The position requires a degree in business, economics or finance, strong communication with internal and external teams, and good PC skills with a teamwork mindset. Regular full-time employment in a fast-paced corporate banking environment.

Qualifications

• Degree holder with majors in business, economics or finance preferred.
• Ability to communicate with internal and external departments.
• Good PC skills and teamwork spirit.

Responsibilities

• Guide customers through the account opening process for various banking products and services.
• Ensure all necessary forms are completed correctly and explain product features clearly.
• Facilitate a smooth onboarding experience for new clients.
• Conduct EWSS screening and check caution lists to mitigate potential risks.
• Assist RMs with inputting credit applications and ensuring required documentation is accurate.
• Collaborate with relevant departments for further processing and loan execution.

Skills

Communication

Teamwork

Computer skills

Education

Bachelor's degree in business, economics or finance

Job description

Generalist, Customer Service, SME Banking

Corporate and Investment Banking provides corporate customers with a full range of commercial 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:

A Customer Service Officer, key responsibilities will include, but are not limited to:

• Guiding customers through the account opening process for various banking products and services.
• Ensuring all necessary forms are completed correctly and explaining product features clearly.
• Facilitating a smooth and efficient onboarding experience for new clients.
• Conducting Enhanced World-Check Screening (EWSS) and checking caution lists to identify and mitigate potential risks.
• Assisting RMs for input credit applications, ensuring all required documentation is accurately.
• Collaborating with relevant departments for further processing and loan execution.

Requirements:

• Degree holder with majors in business, economics or finance is preferred.
• Ability to communicate with internal and external departments
• Good PC skill and good teamwork spirit

Location: The Center

Job: Customer Service

Schedule: Regular

Employee Status: Full time