Job Description

:

To manage the loan drawdowns and fixed deposit placements (including renewals/rollovers) of Non-Retail clients.

Key responsibilities : * Manage clients\' loan (excluding trade-related) drawdowns and rollovers

• Manage clients\' fixed deposit placements and rollovers
• Cross-sell of other related products where applicable, e.g. CASA, FD, foreign exchange, structured deposits, interest rate swaps, etc
• Other related responsibilities / task as may be assigned by management from time to time

• liaise with relationship managers on proposed pricings for loans and/or fixed deposits for drawdowns, placements and/or rollovers
• ensure accuracy in pricing mechanism i.e. checking with Treasury to confirm correct computation of COF and CFF to adhere to the approved interest margin or variation as may be approved by the appropriate approving authority on a case-by-case basis
• liaise with customers to ensure all necessary documentation are in place and order to facilitate the necessary trades ie drawdowns, placements and/or rollovers
• cross-sell appropriate ideas including but not limited to CASA, FD, foreign exchange, structured deposits, interest rate swaps, etc
• refer interested clients to Treasury, Cash Management, or any other appropriate business units or product partners, for further exploration/execution of appropriate ideas
• champion a strong service culture in enhancing customer experience
• work with various stakeholders to complete the assigned tasks
• to ensure all activities are done in accordance to policies and procedures

CIMB