Bank Operations Executive & CRM Business Systems Support (Banking Client - Wholesale Banking Bu[...]

D L RESOURCES PTE LTD; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A dynamic company in Singapore is seeking a meticulous CRM & Operations Support Executive to manage operational tasks, support Microsoft Dynamics 365, and maintain data integrity. The ideal candidate has a diploma/degree in Business or IT, with 1–2 years of experience in CRM or business operations. Strong communication and problem-solving skills are essential. This role includes administrative support and coordination of team activities.

Qualifications

• 1–2 years of experience in CRM support or business operations.
• Good working knowledge of Excel and CRM tools.
• Detail-oriented with a proactive mindset.

Responsibilities

• Support the maintenance and accuracy of data within Microsoft Dynamics 365.
• Perform routine tasks such as report generation and data consolidation.
• Provide administrative assistance including meeting scheduling.

Skills

Microsoft Dynamics 365

Excel

Proactive problem-solving

Strong communication

Coordination skills

Education

Diploma or Degree in Business, IT, or related field

Tools

CRM tools

Job description

Overview

Job Summary: We are looking for a meticulous and reliable CRM & Operations Support Executive to support the day-to-day operations of our Business Unit, with a focus on Microsoft Dynamics 365. The role contributes to the Centre of Excellence (CoE) for CRM by maintaining data integrity, supporting production and UAT activities, and assisting with recurring operational and administrative tasks.

Responsibilities

• Microsoft Dynamics 365 CRM Support
  • Support the maintenance and accuracy of data within Microsoft Dynamics 365, including uploading leads and managing pipeline updates
  • Assist in production support by triaging user issues and coordinating with relevant teams for resolution
  • Participate in User Acceptance Testing (UAT) for new CRM features or enhancements
  • Follow CoE guidelines and best practices for CRM usage and documentation
  • Provide first-line support to users and escalate issues when necessary
• Operational & Reporting Support
  • Perform routine tasks such as report generation, data consolidation, and initiative tracking
  • Assist in compiling CRM data for business reviews or metric reporting
  • Support the documentation of CRM processes and training material
• Administrative & Team Support
  • Provide administrative assistance including meeting scheduling, minutes taking, and document management
  • Support coordination of team activities, initiatives, and stakeholder communications
• Other Duties
  • Carry out other ad hoc tasks and support initiatives as assigned by the team

Qualifications

• Diploma or Degree in Business, IT, or a related field
• 1–2 years of experience in CRM support or business operations (Microsoft Dynamics 365 preferred)
• Good working knowledge of Excel and CRM tools
• Detail-oriented with a proactive and problem-solving mindset
• Strong communication and coordination skills
• Experience with UAT or system rollouts is a plus