Client Success & Banking Services Associate

BDO UNIBANK, INC. (Singapore Branch); Singapore; On-site; SGD 30,000 - 48,000; Full time

Job summary

BDO UNIBANK, INC. (Singapore Branch) seeks a Client Relations Associate to deliver customer service for account opening, time deposits, client inquiries, and after-sales support.

You will ensure accurate, efficient processing of over-the-counter transactions, including deposits and remittances, while maintaining privacy and compliance with KYC/AML requirements. In this role you will assist with marketing efforts, coordinate with clients, and act as a liaison for Singapore clients and Philippine

Qualifications

• Customer service experience related to banking products and services.
• Ability to explain bank products and assist clients with account needs.
• Familiarity with KYC/AML requirements and data privacy.

Responsibilities

• Performs start and end of day banking activities.
• Processes over-the-counter transactions including deposits, withdrawals, and remittances; makes decisions up to $30K SGD.
• Monitors maturities of Time Deposits and coordinates client instructions.
• Briefs prospective clients on bank products and services and cross-sells offerings.
• Acts as liaison for Singapore clients and branches in the Philippines; supports Loans/Treasury operations.
• Maintains confidentiality and compliance with policies, data privacy and service standards.
• Handles small projects and other duties as assigned.

Skills

Customer service

Retail banking

Communication

KYC/AML awareness

Tools

Banking systems (in-house)

Job description

Job Mandate

The Client Relations Associate is primarily 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.

Duties & Responsibilities

1. Performs start and end of day banking activities.

2. Processes over-the-counter transactions pertaining to cash and check deposits, withdrawals, encashments, foreign currencies, remittances and other miscellaneous transactions and makes decisions up to $ 30K SGD.

3. Monitors maturities of Time Deposits and coordinates with clients for instructions.

4. Briefs, orients prospective clients on bank products and services, cross-sells bank products and provides service by actively volunteering assistance.

5. 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.

6. 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.

7. Handles small projects and performs other duties assigned from time to time.