Client Service Advisor

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 42,000 - 68,000; Full time

Job summary

UNITED OVERSEAS BANK LIMITED is seeking a Client Service Advisor to provide Treasury Management/Transaction Banking services and advisory support to corporate and financial institutional clients globally. The role will require advising on product usage, managing inquiries, and ensuring service levels are met across regions.

The ideal candidate has a bachelor’s degree or diploma and 1–3 years’ experience in Transaction Banking for Large Corporate portfolios, with strong communication and

Qualifications

• Bachelor's degree or diploma holder.
• 1–3 years of Transaction Banking for Large Corporate portfolio.
• Excellent communication, influencing and negotiation skills.
• Ability to navigate the bank and partners to ensure servicing tasks and client requests are completed on time.

Responsibilities

• Consults, executes and liaises with business partners to meet service requirements within timeframes.
• Manage client enquiries for target clients to enhance client delight and retention.
• Resolve client requests/enquiries leveraging resources across functions to meet SLAs.
• Participate in client planning to position and deliver the full range of bank products and services.
• Provide advice on the usage of banking products and services to clients.
• Understand processes and use judgment to resolve client needs within risk and compliance parameters.
• Identify training needs for clients and ensure awareness of product capabilities.
• Support client management and RFP opportunities on complex working capital solutions.
• Perform service reviews and STP guidance.
• Develop client service account plans to enhance service delivery.
• Monitor customer volume and revenue to identify sales leads.

Skills

Communication skills

Negotiation

Time management

Analytical thinking

Problem solving

Client interaction

Team player

Attention to detail

Education

Bachelor's degree

Diploma

Job description

Client Service Advisor

The incumbent for this position is expected to provideTreasury Management/Transaction Banking services and advisorysupport to the corporate and financial institutional clients globally.

Responsibilities

• Independently consults, execute and acts as a liaison with business partners and clients to ensure requirements are fully met for services requested within the specified timeframes
• Manage client enquiries for target clients, enhancing client delight and manage client retention
• Responsible for resolution of client requests/enquiries, leveraging resources across other functional areas to enhance client experience and elevate if the resolution exceeds expected SLAs
• Participate in client planning to position and deliver the full range of Bank's products and services as part of the overall client relationship
• Proactively provide advice on the usage of all banking products and services to clients
• Understand the end-to-end processes and utilizes professional judgment in determining appropriate resolution of client needs within the risk and compliance parameters
• Identifying training needs for clients and ensuring that clients are well aware of the product/service capabilities and the benefits to them
• Participate in client management and Sales/Reference For proposal (RFP) opportunities on complex working capital management solutions
• Perform service reviews and Straight Through Processing (STP) guidance
• Develops client service account plans that enhance the service delivery
• Monitor and analyze customer volume and revenue figures to identify sales leads for Sales and Relationship Bankers
• Perform root cause analysis of defects, issues and non-compliance of service levels
• Provide training on new/or changed special procedures catered to the high value clients and on client specific knowledge
• Review and provide post implementation services support on the regional/large local deals.

Core Skills:

• Ability to collaborate and work with various levels of management and businesses across the enterprise
• Demonstrate attention to details, team player, take e2e ownership, drive for results to support/grow the business, sustain intensity & optimism while focusing on delivering risk reduction
• Strong analytical, problem solving, ideation and time management skills
• Requires excellent communication, influencing and negotiation, comfortable with direct client and business partners interaction and proven client interaction abilities
• Ability to present ideas and information effectively in group settings
• Excellent interpersonal skills, positive attitude and team player
• Ability to provide value-added services to clients based on understanding of clients' needs and internal data analysis
• Familiar with handling complex client organization structures e.g. Treasury Centre, Shared Service Operations, etc.

Requirements

• Ideal candidate will have a bachelor's degree or at least a diploma holder
• 1 -3 years of Transaction Banking for Large Corporate portfolio
• Should have the skill, ability, experience and confidence to navigate the bank and business partners to ensure servicing tasks and client requests are completed on time
• Requires excellent communication, influencing and negotiation skills to effectively manage client implementation and service
• Think creatively to generate value-added services