Singapore - Client Relations Associate

BDO Unibank; Singapore; On-site; SGD 35,000 - 60,000; Full time

Job summary

BDO Unibank in Singapore seeks a Client Relations Associate to deliver frontline customer service for account opening, deposits, and over-the-counter transactions. You will handle inquiries, process transactions accurately, and support cross-selling of bank products while ensuring privacy and compliance.

The role requires a Bachelor’s in Business Management, 3 years of banking customer service experience, and strong communication and numerical skills.

Qualifications

• Bachelor’s degree in Business Management or related field.
• At least 3 years customer service experience in banking with KYC/AML.
• Strong communication and numerical skills.
• Knowledge of bank products and services is a plus.

Responsibilities

• Perform start and end of day banking activities.
• Process fund transfers and OTC transactions up to SGD 30K.
• Monitor maturities of Time Deposits and coordinate with clients.
• Brief and orient clients on bank products and cross-sell.
• Act as liaison for Singapore clients and branches in the Philippines.
• Maintain privacy and comply with KYC/AML and data privacy standards.

Skills

Customer service

Communication skills

Numerical skills

Problem solving

Education

Bachelor’s degree in Business Management

Job description

The 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

Singaporean or Permanent Resident preferred.