CLIENT RELATIONS ASSOCIATE

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; SGD 30,000 - 50,000; Full time

Job summary

A banking institution in Singapore is seeking a Client Relations Associate to provide customer service for account management and transactions. You will process over-the-counter transactions, monitor Time Deposits, and assist with client inquiries while supporting marketing events. Experience in banking and customer service is essential for this role.

Qualifications

• Experience in customer service and banking operations.
• Knowledge of KYC and AMLA requirements.
• Strong communication and client engagement skills.

Responsibilities

• Provide customer service related to account opening and transactions.
• Process transactions and monitor Time Deposits.
• Assist clients and support marketing events.

Job description

Job Mandate

The Client Relations Associate is primarily responsible for providing customer service related to account opening, time deposits, client inquiries, after-sales service, and the accurate, efficient, and timely processing of over-the-counter transactions such as 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 related to cash and check deposits, withdrawals, encashments, foreign currencies, remittances, and other miscellaneous transactions, with decision-making authority up to $30K SGD.
3. Monitors maturities of Time Deposits and coordinates with clients for instructions.
4. Briefs and orients prospective clients on bank products and services, cross-sells bank products, and provides active assistance to clients.
5. Acts as Junior Marketing Officer, organizing and supporting marketing events, engaging with clients, and serving as an alternate for Loans Operations and Treasury Operations, as well as a Liaison Officer for Singapore clients and branches in the Philippines.
6. Ensures confidentiality of passwords in all assigned systems and compliance with the bank’s policies, procedures, KYC and AMLA requirements, Data Privacy, and Service Quality Standards.
7. Handles small projects and performs other duties as assigned.