Customer Services Officer (Analyst-Snr. Asso, IBG)

- Assist RMs with credit review process and new proposal package.

- KYC/CDD follow up for client on-boarding and review.

- Work with RM to do post credit monitoring on clients.

- Assist RM in client management and maintenance.

Job Duties & Responsibilities

- Provide administrative support to FIG SZ Team, do internal and external coordination.

- Collect and analyze financials and assist RM with credit application process for securities paper, bank paper and other credit memo.

- Assist RM to do post credit monitoring, including quarterly loan classification, post condition and covenants checking.

- Assist RM to raise client on-boarding request and work with internal stakeholders to complete the KYC/CDD on time for new and review cases.

- Assist RM in processing transactions, coordinating amongst back office and product unit.

- Assist RM in client management, including client enquiries, account maintenance, documentation, etc.

- To complete the ad hoc tasks assigned by the line manager.

Experience

- At least 1~2-year working experience in institutional banking as fulltime CSO, ARM or CA is required; prior experience in FI segment is preferred.

Education / Preferred Qualifications

- University graduate, major in Banking, Finance or Accounting.

Core Competencies

- Self-motivated, good working attitude, responsible for assigned tasks.

- Result oriented, willing to follow through at deal execution stage.

- Solid credit skills and fluency in written and oral presentations in English.

- Effective communication and problem-solving technique.

Technical Competencies

- Credit risk assessment.

- Communication skill (internal & external).

Work Relationship

- Effectively manages relationships with all business partners.

- Be a team player and contribute to teamwork.

- Good communicator.