Corporate Client Support & Onboarding Officer (Bank industry)

Talentvis; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A leading recruitment agency is seeking an experienced professional in Kuala Lumpur to support the Transaction Banking Sales team. The role involves assisting with client documentation, acting as sales support during personnel absences, and addressing customer inquiries about banking services. Candidates should have at least 1 year of experience, strong communication skills, and proficiency in both English and Mandarin. Excellent Excel skills are also required.

Qualifications

• At least 1 year working experience in delivering services for corporate customers.
• Self-motivated and able to work under pressure.
• Fluent in both written and spoken English and Mandarin.

Responsibilities

• Assist Implementation and Client Service and Transaction Banking Sales team.
• Act as Indoor Sales Support for Transaction Banking Sales team.
• Attend to inquiries from customers on Online Banking Services.

Skills

Strong communication skills

Interpersonal skills

Presentation skills

Proficient in Microsoft Excel

Job description

Responsibilities

• Assist Implementation and Client Service and Transaction Banking Sales team to prepare and process relevant documents such as Transaction Application, Onboarding Documents and Maintenance Documents when requested.
• Act as Indoor Sales Support to support Transaction Banking Sales team to liaise with customer on necessary forms or documents when sales personnel is away.
• Attend to inquiries from customers on Online Banking Services and other Cash management Services.

Job Requirements

1. At least 1 year working experience in delivering any services for corporate customers (if possible, in FI industry).
2. Strong communication, interpersonal and presentation skills.
3. Self-motivated and able to work under pressure / unsupervised environment.
4. Proficient in Microsoft Excel, including advanced functions (e.g., VLOOKUP, HLOOKUP, INDEX, MATCH), PivotTables, and Macros.
5. Fluent in both written and spoken English and Mandarin. We are seeking candidates proficient in Mandarin to effectively communicate with Mandarin-speaking clients.