Generalist, Client Services Mid-Cap & SME

- 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 Experience

- Minimum 5 years' experience in banking field or Financial Institution preferred.

- At least bachelor’s degree, prefer Finance/Economic major.

- Good knowledge of banking products.

- Good communication and interpersonal skills.

- Result and customer oriented.

- Meticulous, self-motivated and able to work under pressures.

- Effectively manages relationships with all working parties.

- Positive attributes to Teamwork.

Functional / Technical Competencies

- Proficiency in MS office, including in Excel, Word and PowerPoint.