Processor cum Authoriser – Unit Trust Processing

OCBC; Kuala Lumpur; On-site; MYR 39,000 - 61,000; Full time

Benefits offered by this job

Competitive base salary

Job summary

OCBC Malaysia seeks a Processor to handle Unit Trust transactions, ensuring accurate and timely processing for customers. The role involves assisting in testing and verification of projects, and maintaining strict adherence to bank policies and controls.

You will work with business partners to meet client requirements, perform reconciliations, and document transactions and reports. Fresh graduates may apply, with strong Excel/Word skills and a customer-centric mindset.

Qualifications

• Degree required; fresh graduates encouraged.
• Unit Trust knowledge is preferable.
• Strong Excel and Word skills required.

Responsibilities

• Attend to and ensure customer instructions are processed promptly.
• Obtain proper instructions prior to processing.
• Work closely with business partners to meet customer requirements.
• Ensure timely account reconciliation.
• Document and archive customer instructions and reports.
• Ensure compliance with bank policies and procedures.
• Address customer feedback promptly.
• Support UAT and verification with project teams.

Skills

Multi-tasking

Analytical skills

Communication skills

Initiative

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Job description

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

Role Purpose:

• The primary role of a Processor is to attend to Unit Trust transactions for customer and ensure timely and accurate processing

• Involvement and support in project/ enhancement testing and verification

• Incumbent must ensure strict adherence to Bank policies, procedures and operational controls. He/ She must contribute as a team member to meet agreed processing turnaround time and customer service excellence

Job Responsibilities:

• Attend to and ensure that customers’ instructions are promptly and accurately processed
• Ensure that proper instructions are obtained prior to processing
• Work closely with business partners to ensure that customer requirements are met
• Ensure timely and proper accounts reconciliation
• Perform proper documentation and archival for customer instructions, completed transactions and reports
• Ensure strict compliance and adherence to Bank policies, guidelines and established procedures and policies
• Ensure prompt attendance to customer feedback for timely resolution
• Work closely with project team to perform user acceptance testing (UAT) and verification accurately and timely

Skills – Soft:

• Able to multi-task independently as well as in a team
• Possess good analytical and problem-solving skills
• Good written and verbal communication skills
• Initiative, resourcefulness, highly organise

Knowledge – Technical:

• Computer literacy
• Good working knowledge in Microsoft Application – Excel and Word are essential

Knowledge – Specialist:

• With Unit Trust Product knowledge is preferrable

Education (minimum): Degree (fresh graduates are encouraged to apply)

What we offer:

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.