Client Relations Associate (Singapore Office)

BDO Unibank; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Singapore is seeking a Client Relations Associate to provide exceptional customer service for account openings, deposits, withdrawals, and inquiries. The role involves processing transactions and monitoring Time Deposits while ensuring compliance with KYC and AML requirements. The ideal candidate should have a Bachelor’s degree in Business Management and three years of customer service experience in banking. Strong communication and problem-solving skills are essential for success in this position.

Qualifications

• Three years customer service experience in banking, assisting customers with inquiries.
• Ability to process transactions correctly in accordance with policies and procedures including KYC.
• Strong communication skills.

Responsibilities

• Perform start and end of day banking activities.
• Process cash and check deposits, and foreign currency transactions.
• Monitor maturities of Time Deposits and coordinate with clients.

Skills

Effective oral and written communications skills

Good problem solving and numerical skills

Education

Bachelor’s degree relevant to the job, preferably in Business Management

Job description

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