Business Management Support Specialist

DBS Bank; Los Angeles (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

DBS Bank US Rep Office in Los Angeles seeks an IBG COO Business Management Support professional to ensure high‑quality client service, precise operational execution, and timely completion of business management tasks. You will handle onboarding, KYC/CDD, documentation, covenant monitoring, and risk/control activities with a focus on accuracy.

The role requires 3–5 years in loan operations within financial services, strong communication skills, and proficiency in MS Office and core banking

Qualifications

• 3–5 years loan experience in financial institutions.
• Independent and motivated team player.
• Strong interpersonal and communications skills.
• Excellent customer service with tact, confidence, and ethics.
• Ability to work on own initiative and meet tight deadlines.
• Proficient MS Office and core banking systems.

Responsibilities

• Provide indicative rates to FD clients for new placement and rollover transactions.
• Coordinate inbound/OBC booking transactions with pipeline management.
• Facilitate agent bank communication for document execution and onboarding.
• Assist with US client bank account opening/closing and L/C applications.
• Communicate CMCP updates with Head Office.
• Perform CDD/KYC for new/existing clients per process and provide guidance on systems (3G, AOS, IBGDW).
• Verify and process KYC documents for FD account openings and conduct remediation, triggers, and periodic reviews.
• Create/update prospect/customer names, EG/DOA groups, Change of Mandate, and related records in AOS.

Skills

Teamwork

Communication skills

Customer service

Attention to detail

Time management

Tools

MS Office Suite

Job description

To own and perform the roles and responsibilities outlined for the IBG COO Business Management Support (BMS) team for DBS Bank US Rep Office, ensuring high-quality client service support, accurate operational execution, and timely completion of assigned business management activities.

Key Accountabilities

• Complete Overseas/Inbound transactions accurately and within expected turnaround times.
• Perform new and existing client onboarding, CDD/KYC, remediation, trigger, and periodic review activities as required.
• Coordinate IBG documentation execution to facilitate loan processing and related client service requirements.
• Execute covenant monitoring for the US portfolio and maintain required supporting records.
• Ensure accuracy and timeliness in assigned reports, risk/control activities, tasks, and special projects.

Job Responsibilities

Client Service Support

• Provide indicative rates to FD clients for new placement and rollover transactions as needed. Coordinate Inbound/OBC booking transactions, including regular pipeline management and document review.
• Facilitate agent bank communication related to document execution and new client onboarding.
• Facilitate US client bank account opening and closing in Singapore, as applicable. Assist with Standby Letter of Credit/Bank Guaranty applications.
• Communicate with Head Office regarding CMCP updates and maintenance.

CDD/KYC

• Ensure requisite CDD is performed for new and existing clients in accordance with applicable process requirements.
• Provide guidance to IBG staff on core systems, including 3G, AOS, and IBGDW, as needed.
• Verify and process KYC documents for FD account opening processes for deposit relationships.
• Conduct remediation, trigger, and periodic reviews as needed in a timely manner.

IBG Business Management Support

• Create and update prospect/customer names, EG/DOA groups, Change of Mandate, Related Party information, and LRM/LLRM/GRM details in AOS, including name searches and registered information.
• Assist with CMCP record changes or updates, including CIN, borrower name, address changes, and other required maintenance.
• Provide guidance to IBG staff on core systems, including 3G, AOS, and IBGDW, as needed.

Experience

• Have a minimum of 3-5 years relevant loan experience in the financial institution industry.

Education/Preferred Qualifications

• Independent and motivated team player
• Possess strong interpersonal and communications skills
• Excellent customer service skills with ability to deal tactfully, confidently, and ethically with both internal and external customers
• Results-oriented, Strong attention to accuracy and detail is required
• Have the ability to work on own initiative, ability to prioritize workloads and deliver to tight timescales
• Ability to problem-solve & provide suggestions to operational issues through a pragmatic and commercially sound approach
• Proficient MS Office Word/Excel/PowerPoint skills and understanding of core banking systems