Principal Responsibilities
- Review account opening documents & perform account opening for various clients from different organizational types and locations.
- Ensure customer records are properly created and updated.
- Ensure all requests are processed within the agreed service-level agreement (SLA) and as per procedures specified in Standard Operational Procedure
- Comply with external and internal compliance and regulatory requirements, including Bank's approaches as well as customer acceptance requirements.
- Coordinate and follow up discrepancy items with relevant parties timely and escalate any exceptions to supervisor.
- Understand the bank policies on AML/CFT, information protection, risk & security control and regulatory compliance and report problem and exceptions to supervisor immediately.
- Attending to email & phone enquiries from BUs and operation teams.
- Handle internal customer compliant tactfully and ensure responsive problem solving for enquiries from branches and other units / parties within benchmark.
- Participate in process improvement events.
- Participate in Digital Platform initiatives and support enhancements or change of system.
- Provide support in ad-hoc project and assist to conduct testing on various systems enhancements.
- Accept any Ad-hoc duties when assigned.
Requirements:
- Diploma or Degree in Finance, Accounting, or a related field
- At least 2 years of experience in account opening in a banking environment.
- Has keen attention to detail and ability to manage time effectively to meet service-level agreements.
- Excellent verbal and written communication skills.
- Ability to work independently, as well as in a team environment.
- Proficient in MS Office Suite.
- Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
EA License No. 01C4394 • RCB No. 200007268E • Maica Daytia EA Registration No. R22110801
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at https://www.persolkelly.com.sg/policies. I also acknowledge that I have read, understood, and agree to the said Privacy Policy.