Client Account Services Specialist, Digital Account Services (Manager)

Bank of Singapore, Asia’s Global Private Bank; Singapore; On-site; SGD 45,000 - 73,000; Full time

Job summary

Bank of Singapore in Singapore seeks a diligent Private Banking Operations specialist to verify digital services requests, maintain client records, and coordinate with front office and support teams. You will ensure compliance with signing mandates and handle routine BAU inquiries with timely escalation.

The role requires at least 2 years in private banking operations, proficiency in Microsoft Office, and strong English communication skills. Join OCBC Groups network and grow with us.

Qualifications

• At least 2 years of experience in Private Banking Operations, especially Internet Banking or Client Services.
• Good knowledge of Microsoft Office.
• Fluent English with clear written and verbal communication.

Responsibilities

• Verify client digital service requests comply with signing mandates.
• Process digital service requests and updates to client records.
• Maintain procedures and documentation.
• Coordinate with front office and support staff.
• Support user acceptance testing and business verification.

Skills

Client servicing

Private Banking operations

Internet Banking

Communication

Education

Tertiary education

Tools

Microsoft Office

Job description

Bank of Singapore opens doors to new opportunities. At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Groups global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

What You Do

Verification of client's digital services request or maintenance

• Ensure all relevant approval is obtained and instruction provided by Business adheres to client's signing mandate
• Escalate any deviation to Standard Operations Procedure
• Ensure up-to-date procedure manuals and documentations

Processing of client's digital services request or maintenance

• Ensure digital services users details are correctly captured into the system
• Ensure digital services users or iOCBC credentials are sent to client timely
• Handle BAU type of queries/issues ensuring that the case is resolved or properly escalated in a timely manner.

Control

• Ensure that exception processing is completed exactly according to the conditions set in the approval
• Ensure no outstanding items in 'Approval' Queue in Channels Admin at EOD

Query Management

• Ensure all queries from Business is resolved within expected timeframe or escalated to the correct parties

Others

• Represent the department in adhoc projects and working groups
• Supports User Acceptance Testing and Business Verification activities
• Close liaison and coordination with various parties, including front office and various support departments (technology, change/transformation, audit, compliance, legal, etc.)

Profile of Candidate

• At least 2 year of experience in Private Banking Operations especially in the area of Internet Banking of Client Service role

Academic And Professional Qualifications

• Tertiary education with a good academic track record.
• Good knowledge of Microsoft Office

Language Skills

• Fluency in English is essential.
• Clear written & verbal communication skills with all levels of staff

Personal attributes

• Client-oriented mindset
• Meticulous and good team player
• Ability to work independently & drive initiatives forward until delivery.
• Ability to work effectively with both Front Office and Support staff, at all levels.
• Ability to work & deliver under time pressure.
• Proactive in identifying any process gaps, providing or suggesting solutions to improve productivity.
• Ability to perform ad-hoc system testing