CLIENT RELATIONS ASSOCIATE

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Singapore seeks a Client Relations Associate to provide customer service related to account openings and banking transactions. The role involves processing transactions, monitoring time deposits, marketing support, and ensuring compliance with bank policies. Ideal candidates should be proactive, detail-oriented, and possess strong customer service skills.

Responsibilities

• Perform start and end of day banking activities.
• Process transactions for cash/check deposits and withdrawals.
• Monitor maturities of Time Deposits and coordinate with clients.
• Brief and orient prospective clients on bank products.
• Organize and support marketing events as Junior Marketing Officer.
• Ensure compliance with bank policies and data privacy standards.
• Handle small projects and other duties as assigned.

Job description

Job Mandate

The Client Relations Associate is primarily responsible for providing customer service relative to account opening, time deposits, client inquiries, after sales service, accurate, efficient and timely processing of over-the-counter transactions pertaining to deposits, withdrawals, payments, foreign currencies, remittances and miscellaneous transactions.

Duties & Responsibilities

1. Performs start and end of day banking activities.
2. Processes over-the-counter transactions pertaining to cash and check deposits, withdrawals, encashments, foreign currencies, remittances and other miscellaneous transactions and makes decisions up to $ 30K SGD.
3. Monitors maturities of Time Deposits and coordinates with clients for instructions.
4. Briefs, orients prospective clients on bank products and services, cross-sells bank products and provides service by actively volunteering assistance.
5. Acts as Junior Marketing Officer, organize and support marketing events, speaks with clients and as an alternate for Loans Operations and Treasury Operations and as Liaison Officer for Singapore clients and branches in the Philippines.
6. Ensures confidentiality of own password in all assigned systems and compliance to Bank’s policies and procedures, KYC and AMLA requirements, Data Privacy and Service Quality Standards of the bank.
7. Handles small projects and performs other duties assigned from time to time.