Client Onboarding & Service Lead

CIMB

Kuala Lumpur

On-site

MYR 60,000 - 90,000

Full time

4 days ago
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Job summary

CIMB Group in Kuala Lumpur is seeking a Corporate Banking Operations Coordinator to act as the primary liaison between clients and internal stakeholders, ensuring smooth account onboarding, service delivery, and ongoing client support. This role emphasizes accurate data handling and efficient cross-team coordination.

The ideal candidate holds a Bachelor's degree in Accounting/Finance or related field and brings 3–5 years of banking experience, preferably in corporate or treasury operations.

Qualifications

  • Bachelor's degree in Accounting, Economics, Finance, or related discipline.
  • 3 to 5 years of experience in banking, preferably in Corporate Banking, Commercial Banking, and/or Treasury.

Responsibilities

  • Coordinate end-to-end client onboarding activities, including account opening, documentation fulfilment, and implementation of banking solutions.
  • Serve as a key contact for day-to-day client service matters and support the team in strengthening client relationships through effective service delivery.
  • Coordinate with internal stakeholders and support teams to facilitate client requests and service requirements in a timely manner.
  • Ensure proper documentation, data accuracy, and data integrity in line with internal policies and regulatory requirements.
  • Identify opportunities to enhance client experience and improve operational efficiency, and address service issues with proposed improvements.

Education

Bachelor's degree in Accounting, Economics, Finance, or related discipline

Job description

CIMB Group in Kuala Lumpur is seeking a Corporate Banking Operations Coordinator to act as the primary liaison between clients and internal stakeholders, ensuring smooth account onboarding, service delivery, and ongoing client support. This role emphasizes accurate data handling and efficient cross-team coordination.

The ideal candidate holds a Bachelor's degree in Accounting/Finance or related field and brings 3–5 years of banking experience, preferably in corporate or treasury operations.

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