Job Description

Roles and Responsibilities:

• Manage a portfolio of top revenue customers to maintain strong relationship, provide premium servicing to retain and grow the portfolio with revenue targets.
• Work with cross-functional teams to deliver optimal solutions. Stakeholders include: Clients, Sales, Implementation, RMs, Product, Channels, IT, BBSCS, Account Services, Payment Ops.
• Provide advisory to customers on best practices for greater cash management effectiveness.
• Identify cross-sell opportunities.
• Drive initiatives to reduce cost to serve.
• Lead / contribute to Service Transformation Projects.
• Serve as escalation point for complex client issues.
• Be on active standby for urgent support required after office hour.
• Implement cash management solutions for top-tiered clients, identified through cross selling.
• Participate and support customer campaigns/events.

• Minimum 5 years in customer fronting experience with external customers in the areas of cash management and/or trade finance, and at least 8 years of working experience preferably in the banking industry.
• Conversant in internet security technologies, delivery channels (internet banking, API, H2H, SWIFT/Score) and cash & trade processing systems.
• Experience and/or knowledge in ERP packages (SAP, Oracle) is desirable.
• Keen customer focus with an eye for details.
• Thorough, detailed with excellent follow-through.
• Mature, diligent, outcomes-driven, self-starter, all-round team-player.
• Strong presentation and good interpersonal skills.
• Ability to work under pressure, managing multiple projects with conflicting priorities.
• Able to communicate fluently in English and Chinese.
• Previous experience as Implementation Manager is useful.

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