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Operations Analyst - Treasury Services Advisor

  • 2023-10-06

-

Singapore, Singapore

Operations Analyst - Treasury Services Advisor

职位详情

Roles & Responsibilities

Responsibilities
• Support the GCAA (re-paper) migration project outreach with timely client follow-up and reporting for Fulfillment team
• Assist in contacting clients to respond to client survey
• Assist with Fulfillment work-order submissions for CP setups
• Assume day-to-day management of portfolio of accounts by providing treasury and cash management solutions and cross-selling the Bank’s products and services to general sales/referrals
• Harness the Bank’s varied resources and work within internal partners to deliver exceptional and pro-active service to clients worldwide.
• Attend to client’s inquiries, requests and complaints.
• Provide sales support to ensure delivery of Quality & Proactive Services to clients.
o Meet clients with Sales for business needs
o Assist Sales to solicit additional business
o Work with Sales on RFP in Pre-implementation stage
• Act as primary escalation & accountability point for clients.
• Provide value-added proactive servicing activities.
• Conduct period service review/scorecard review with clients
• Perform root cause analysis of defects
• Ensure full compliance of all applicable laws, regulations, credit, KYC.AML policies and exercise appropriate delegated authority.
• Perform all duties as assigned by the Client Services Manager.
• Actively join in, support & implement local or regional projects as assigned by the Client Services Manager.


Experience
• At least 5 years’ working experience in area of Client Services in the bank concentrating on delivery of treasury and cash management solutions for corporate/financial institutional client.
• Excellent presentations, communication, time management, problem solving, interpersonal and team work skills.
• A track record gained through operational experience within the payment, trade, or treasury environment.
• Experience in working in Asia/Global environment with strong verbal and written communication skills.
• Good commend of spoken English and Mandarin.
• Good knowledge of all bank systems, products and web-based electronic banking platforms.
• A good understanding of in-country banking system, account and liquidity structures/products.
• Good application software skills: Words, Excel and Powerpoint
• Excellent rapport with client contacts at all levels and with internal partners at all levels.
• A proactive learner and self-starter seeking continuous improvement in all job-related aspects.
• Innovative and open minded, maintaining a professional & positive attitude at all times.
• Able to work under pressure & challenges.


EA License No: 11C4879 / Registration ID : R1218583

Apar Technologies Pte Ltd, Singapore


Tell employers what skills you have

Sales
Treasury
Root Cause Analysis
Problem Solving
PowerPoint
Compliance
Time Management
Accountability
Cash Management
Banking
Excel

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APAR TECHNOLOGIES PTE. LTD.

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