Senior Officer, Client Service Advisor, Group Wholesale Banking

1011 United Overseas Bank Ltd; Singapore; On-site; SGD 48,000 - 72,000; Full time

Job summary

1011 United Overseas Bank Ltd. is seeking a Client Service Advisor for Banking Operations (Wholesale) – Client Fulfillment and Services. The role involves delivering Treasury Management/Transaction Banking services and advisory support to corporate and financial institutional clients globally.

Responsibilities include handling client inquiries, coordinating with partners, and driving end-to-end service delivery while maintaining risk controls and ensuring high levels of client satisfaction.

Qualifications

• Ideal candidate will have a bachelor's degree or a diploma and 1–3 years of Transaction Banking experience for Large Corporate portfolio.
• Strong communication, influencing and negotiation skills are essential.

Responsibilities

• Consults with business partners and clients to ensure requirements are met within timelines.
• Manage client inquiries for target clients and enhance client delight and retention.
• Resolve client requests within risk and compliance parameters; provide STP guidance and post-implementation support.

Skills

Communication

Negotiation

Stakeholder management

Analytical skills

Time management

Financial services

Client servicing

Education

Bachelor's degree / Diploma

Tools

CRM software

Job description

Company: 1011 United Overseas Bank Ltd

About UOB United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description Banking Operations (Wholesale) - Client Fulfillment and Services

is responsible for activities related to the operational groups that support the revenue generating business lines of the firm. The Corporate and Commercial Banking Operations function is responsible for the operational support to the Corporate and Commercial Banking business areas and/or products, including transaction banking. Responsibilities may include general account operations, loan closing, loan documentation & processing, and other related activities. The Account Operations focus specializes in account-related operations, inclusive of account opening and account closing within the respective business area.

Client Service Advisor

The incumbent for this position is expected to provide Treasury Management/Transaction Banking services and advisory support 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 escape 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

Additional Requirements

Develop, Engage, Execute, Strategise Be a Part of the UOB Family

Equal Opportunity Statement

UOB is an equal opportunity employer.

UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors.

All employment decisions at UOB are based on business needs, job requirements and qualifications.

If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.

Career Site: UOB Career site