Client Relations Associate

BDO Unibank; Singapore; On-site; SGD 42,000 - 66,000; Full time

Job summary

BDO Unibank, Inc. in Singapore is seeking a Client Relations Associate to deliver customer service for account opening, deposits, and inquiries. The role includes processing over-the-counter transactions accurately and efficiently while ensuring compliance with KYC/AML and data privacy.

You will engage with clients, support marketing activities, and coordinate with branches in the Philippines as needed. A bachelor’s degree in business and strong communication and numerical skills are required.

Qualifications

• Bachelor’s degree in Business/Management or related field.
• Minimum 3 years of bank customer service experience with ability to handle inquiries and process transactions per policy (KYC).
• Excellent oral and written communication skills.
• Strong problem solving and numerical abilities.

Responsibilities

• Perform start and end of day banking activities.
• Process fund transfers/CBL and OTC transactions up to SGD 30K.
• Monitor maturities of Time Deposits and coordinate with clients for instructions.
• Brief and orient prospective clients on bank products; cross-sell where appropriate.
• Act as liaison for Singapore clients and branches in the Philippines; support marketing events.
• Ensure confidentiality and compliance with KYC/AML, Data Privacy and Service Quality Standards.
• Handle small projects and other duties as assigned.

Skills

Oral communication

Written communication

Problem solving

Numerical skills

Customer service

Education

Bachelor’s degree in Business/Management

Job description

The Client Relations Associate is 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.

Responsibilities:

• Performs start and end of day banking activities.
• Processes Fund transfers/CBL and over-the-counter transactions pertaining to cash and check deposits, withdrawals, encashments, foreign currencies, inward/outward remittances and other miscellaneous transactions and makes decisions up to $ 30K SGD.
• Monitors maturities of Time Deposits and coordinates with clients for instructions.
• Briefs, orients prospective clients on bank products and services, cross-sells bank products and provides service by actively volunteering assistance.
• 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.
• 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.
• Handles small projects and performs other duties assigned from time to time.

Qualifications:

• Bachelor’s degree relevant to the job, preferably in Business Management
• Three (3) years customer service experience from a bank having sufficient experience to respond and assist customers with inquiries and process transactions correctly and efficiently in accordance with policies and procedures including KYC requirements.
• Effective oral and written communications skills
• Good problem solving and numerical skills

Singaporean or Permanent Resident preferred.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

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