Client Service Officer - Corporate Banking (25K - 30K)

Responsibilities

• Support Relationship Managers (RM) in daily operations to enhance customer experience, including handling customer enquiries, rate fixing for deposits, account opening as well as maintenance of customer records and files.
• Follow up on submission of clients' KYC/CDD documents and assist RM in reviewing the completeness of information required for KYC/CDD review.
• Advising customers in completing account opening document accurately and assist RM in the account opening process.
• Follow up on submission of periodic documents (e.g., KYC/CDD refresh, valuation reports etc) from clients or relevant parties, and assist RM to address queries on such documents.
• Handle loan drawdown, renewal, repayment, cancellation promptly and accurately, and ensure records of these loan activities are maintained in the loan system accordingly.
• Additional duties including ad hoc projects supporting Relationship Managers and team in sales and marketing.

Requirements

• Minimum Diploma holders, with at least 3 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.
• Fluent in Cantonese, Mandarin and English is preferred.

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer HKD1000 in Apple gift cards for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.hk/refer-a-friend