Associate, Client Services

AFFIN Group; Kuala Lumpur; On-site; MYR 20,000 - 100,000; Full time

Job summary

A financial services group in Kuala Lumpur seeks a candidate to support Relationship Managers in the Corporate Banking Division. This role involves account monitoring, preparation of financial reports, and liaising with various stakeholders. Requirements include a Bachelor's Degree and proficiency in Microsoft Office. Ideal candidates will possess strong communication skills and the ability to work independently.

Qualifications

• Bachelor Degree in any relevant fields with experience in system/security administration.
• Basic knowledge in all operating systems such as Windows, AS400.
• Computer literate with good command in Microsoft Office.
• Good communication and customer service skills.
• Able to work independently with high level of commitments and competency.

Responsibilities

• Support Relationship Manager in Corporate Banking Division on administration tasks.
• Issue reminder/follow-up letters for account monitoring.
• Prepare financial performance reports for annual audits.
• Provide job-related reports for Director/HOD consumption.
• Liaise with stakeholders for applications/requests/status.
• Monitor post-disbursement conditions of accounts.
• Track the progress of security documentation.
• Update interest income earned for assigned business units.

Skills

Good communication and customer service skills

Computer literacy

Ability to work independently

Education

Bachelor Degree in relevant fields

Tools

Microsoft Office

Operating systems knowledge (Windows, AS400)

Job description

Create your future with Affin! You too can make a difference.

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront of the industry – you can make a difference too.

Job Purpose

To support the Relationship Manager in Corporate Banking Division on administration task and to ensure the interest of the Bank is protected.

Accountabilities

1. Account Monitoring (MIAs) – to help or assist RM in issuing reminder/follow up letters.
2. Issuance of Letter of Support relating to tendering of projects/contracts and letters to Facility Agent and other correspondences in relation to account handled.
3. To prepare Financial Performance Report for annual audit purpose (for Internal Auditor on yearly basis).
4. To provide job related reports (Monthly Loan Origination, Monthly Loan Growth, and Monthly Review Extension) statistics, for Director/HOD consumption (a copy to be furnished to admin coordinator for compilation).
5. Liaising with other stakeholders i.e. Branches, Group Risk Management etc., where necessary (i.e. status of applications/request, request for statement/tax invoice, review extension and etc.).
6. To monitor all post-disbursement conditions of accounts other than those monitored by LAD (ensure conditions imposed by approving authority are properly recorded in register for monitoring purposes).
7. To monitor the progress of security documentation until completion and disbursement (Upon issuance of memo to Business Financial Services and Loan and Administration Department (LAD).
8. To keep track on the work progress on memo instruction given to BFS, LAD, and other stakeholders on all accounts.
9. To prepare/update interest income earned for the month for Business Units assigned.
10. To liaise with LAD/BIS/Treasury and payment centre.
11. To assist RM/CA in their absence to request for COF/FD rates from Treasury and revert to customers for drawdown and RC rollovers and drawdown.
12. To keep track of KYC review of banks and the progress of completion.
13. Assist with the Nostro Account opening for banks.
14. To review the requirement of RMA relationship annually, coordinate to establish or cancel RMA relationships.

Job Requirement

• A Bachelor Degree in any relevant fields with experience in system/security administration.
• Basic knowledge in all operating system such as Windows, AS400.
• Computer literate with good command in Microsoft Office.
• Good communication and customer service skills.
• Able to work independently with high level of commitments and competency.