Generalist, Client Services Mid-Cap & SME ( Asso. - Snr. Asso. , IBG)

DBS Bank

  • 北京市
  • 长期
  • 全职
  • 20天前
Principal Responsibilities * Handle customer inquiries as well as preparing respective reports.
  • Prepare financial spreadsheets, credit proposal appendix package and facility letter to customers.
  • Provide support to Relationship Manager in credit facility activation, daily utilization, and post-loan monitoring.
  • Provide general clerical assistance including typing, faxing, inputting, filing, etc. as required.
  • Provide administration support to Relationship Manager in opening, account maintenance, KYC/KYB conduction, closing, debiting, crediting, correcting errors, and constantly liaising with the ops dept and customer.
  • Ensuring adherence to prevailing laws and banking regulations.
  • Other affairs such as report coordination, team admin support assigned by Relationship Manager / Team Lead.
Job Dimensions * To provide customer service support and handle basic customer inquiries.
  • To provide analytical and documentation support in processing credit applications.
  • To provide management support by preparing management and business reports where required.
Education and Relevant Experience1. At least 5 years' experience in banking field or Financial Institution preferred.2. Bachelor Degree, prefer Finance/Economic major.3. Good knowledge of banking products.4. Good communication and interpersonal skills.5. Result and customer-oriented.6. Meticulous, self-motivated and able to work under pressures7. Effectively manages relationships with all working parties8. Positive attributes to Teamwork

DBS Bank