Analyst, Client Services Officer, Corporate Banking (Financial Institutions), Institutional Banking Group
DBS Bank
- Singapore
- Permanent
- Full-time
- This role sits within the Institutional Investors team and the successful candidate will support Relationship Managers (RM) in daily operations to enhance customer experience, including handling customer enquiries, rate fixing for loans and deposits, account opening as well as maintenance of customer records and files
- Day-to-day servicing of clients including handling customer service requests on remittances, account services, loan drawdown and rollovers with related rate fixing, any specific customer issues
- Attend to calls from internal and external clients on their queries and proactively render assistance
- Follow up on submission of clients’ KYC/CDD documents, and assist RM in reviewing the completeness of information required for KYC/CDD review. Handle FATCA/CRS review, Trigger Event Review and CDDs on a timely basis
- Track and be responsible in submission of periodic documents (eg KYC/CDD refresh, valuation reports etc) from clients or relevant parties, and assist RM to address queries on such documents
- Advising customers in completing account opening document accurately and assist RM in the account opening process
- Ensure documentation is complete and that all approvals, loan facility and security documents are in place at all times
- Handle loan drawdown, renewal, repayment, cancellation promptly and accurately, and ensure records of these loan activities are maintained in the loan system
- Additional duties including ad hoc projects supporting Relationship Managers and team in sales and marketing
- Minimum Diploma holders, with at least 1 year of relevant working experience in a banking environment
- Good understanding of the Corporate Banking business and related banking products is a definite advantage
- Good communication and interpersonal skills
- Able to work independently
- Proficient in Microsoft Office Applications