Client Services Executive
Salary: $3,000 - $5,000 monthly
About the Organization
The client is a leading financial institution providing a wide range of banking and financial services to individuals and businesses. The organization is committed to delivering exceptional customer experiences and innovative financial solutions.
Job Overview
The Client Services Executive is responsible for delivering exceptional customer service by assisting clients with account-related transactions, time deposits, inquiries, and after-sales services. The role involves efficiently and accurately handling over-the-counter financial transactions, including deposits, withdrawals, payments, foreign currency exchanges, remittances, and other related services.
Key Responsibilities
1. Daily Banking Operations:
- Conducts start and end-of-day banking activities to ensure smooth operations.
2. Transaction Processing:
- Handles cash and check deposits, withdrawals, encashments, foreign currency exchanges, remittances, and
other related over-the-counter transactions, with decision-making authority for amounts up to S$30,000.
3. Time Deposit Management:
- Monitors time deposit maturities and collaborates with clients to confirm instructions for their accounts.
4. Client Interaction & Product Promotion:
- Provides clients with detailed information about the institution's products and services, offers tailored solutions, and actively cross-sells relevant banking products.
- Engages with prospective clients to explain offerings and assist them with account setup.
5. Marketing Support & Client Liaison:
- Supports marketing efforts by organizing and participating in events, interacting with clients, and promoting services.
- Acts as a Liaison Officer for Singapore-based clients
6. Compliance & Security:
- Maintains strict confidentiality regarding system access and passwords.
- Ensures compliance with internal policies, Know Your Customer (KYC) guidelines, Anti-Money Laundering Act (AMLA) regulations, Data Privacy laws, and the institution’s service quality standards.
7. Additional Responsibilities:
- Supports Loans and Treasury Operations when required.
- Manages small projects and performs other duties as assigned.
Job Requirements
- Diploma or Bachelor's degree in Banking, Finance, Business Administration, or a related field.
- 2–4 years of experience in banking, financial services, or customer service roles, preferably in a front-line or client-facing capacity.
- Excellent interpersonal and communication skills, with the ability to build rapport and maintain strong client relationships.
- Exceptional organizational and multitasking skills to manage daily operations, client inquiries, and marketing responsibilities.
- High level of integrity, professionalism, and discretion in handling sensitive client and company information.
- Immediate availability or a short notice period is an advantage.
Interested applicants, please click "APPLY NOW" or send your resume to [email protected]
We regret to inform you that only shortlisted candidates will be notified.
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Joselito Peciller | EA Reg No: R25126580
