Client Relations Associate – Banking & Transactions

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

Job summary

BDO Unibank seeks a Client Relations Associate to deliver customer service for account openings, time deposits, and client inquiries. You will efficiently process over-the-counter transactions including deposits, withdrawals, and remittances in SGD, with attention to KYC and AMLA compliance.

Responsibilities include end-of-day routines, handling transfers up to SGD 30K, briefing clients on products, cross-selling, and supporting marketing events.

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.

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.

Skills

Customer service

Communication skills

Numerical skills

Education

Bachelor’s degree in Business Management

Job description

BDO Unibank seeks a Client Relations Associate to deliver customer service for account openings, time deposits, and client inquiries. You will efficiently process over-the-counter transactions including deposits, withdrawals, and remittances in SGD, with attention to KYC and AMLA compliance.

Responsibilities include end-of-day routines, handling transfers up to SGD 30K, briefing clients on products, cross-selling, and supporting marketing events.