Job Description

• Daily fixing of loan rates with clients within the assigned portfolio.
• Monitoring of daily excesses and handling of transaction exceptions (e.g. GIRO, cheques) under the assigned portfolio of clients.
• Attending to clients\xe2\x80\x99 inquiries and requests for all loan drawdown, rollovers, repayments; fixed deposit placements, rollovers, withdrawals; funds transfer, foreign exchange transactions and other operational matters, including arranging for statements/advices to clients.
• Handling of account mandate updates and facilitating trade-related transactions.
• Handling of matters relating to dormant accounts, undelivered mails, call back process, and reviewing of non-registered contacts listing jointly with Relationship Managers.
• Ad-hoc projects, reporting, and other operational duties including administrative support, as may be assigned from time to time.
• Overall, to work closely with Relationship Managers and internal stakeholders, to deliver a superior client servicing experience.

• Candidate must possess at least a Diploma
• At least 2-3 years of working experience in a related field
• Experience in client servicing within Banking industry preferred
• Independent, fast learner with the ability to multi-task and work under time pressure
• Good written and oral communication skills, to effectively interact with internal and external stakeholders at various levels
• Meticulous, with good interpersonal skills and a positive attitude
• Team player
• Working knowledge of Microsoft Word and Excel

OCBC Bank