Provide accurate and timely support to Relationship Managers
Handling Relationship Managers calls (inbound/outbound/myRM) where necessary
Produce high quality phone and written correspondence to clients
Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank\'s policies and procedures and overall control culture in the teams
Call backs to clients to verify high risk payments, change of addresses, enquiries, and various administrative matters
To resolve client complaints/feedbacks/issues and manage clients service expectations
Deal with Account Opening documentation and queries as required
Spotting cross-sell opportunities and referring to Relationship Managers where appropriate
Face to face meet up with clients if applicable
Sales Support
Co-ordinate on promotion campaign - product bundling fulfillment, MGM, SGM and etc
Collating RSVP for client events and reminder call to clients before the event (if applicable)
Portfolio Management (applicable to RSM @ Hub only)
Handle clients arm code tagging or re-tagging
Handle conversion of account eg sole account to join account, compiling of household relationship (if applicable)
Ensure accurate & timely setup/extraction of accounts / Wealth document to support RMs in any investigation
Monitor pending CDD/Service Request related documents and assist the RMs to follow-up and rectify the CDD deficiency or remediation
Support in ensuring RMs attend to their Morning Excesses & WM Limit Excess Review Report
Client Management
Ensure prompt and proper follow-up to clients via emails/myRM/phone calls/letters including updating clients on change in RMs
Cover buddy RSM when they are away including virtual support to other hubs (if applicable)
Servicing walk-ins clients when required including provide service support for account opening when a walk-in client wants to open a CASA account and refer to RMs on wealth related products
Providing regular updates to clients on banking promotion and events
Obtain Member-Get-Member from existing clients under assigned portfolio
Compliance / Operational Risk
To comply with all money laundering prevention procedures and, report any suspicious activity to the Line Manager & Transaction Monitoring Unit (raise STR if necessary)
Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes
Review and comment on the Daily Aggregate Large Item Report, in absence of RM
Forwarding and keeping track of all documentations which require senior managers\' approval
Ensure proper follow up on the outstanding risk & rework from CAU, IO, document
Administrative
To provide relief coverage for Service Ambassadors for PB Centres
Ensure cleanliness and general upkeep of PB Centres/Hub office
Leave and claims management
Arranging for courier service for PB clients
Raising SRM & ePro
Tracking of CDP hours
Branch Operational and Service desk duties (applicable to RSM @ Branch only)
Transaction (Financial) Approval
SR & Document (Paper) Checking & Approval
Greeter Duty (Branch/ Hub)
RSM relief cover - Hub (for ad-hoc request) - RSM duties but without RM to be tagged
Key stakeholders
Client Network
Branch Manager
Branch Staff
Branch Central Team
Our Ideal Candidate
Good verbal and written communication skills.
Role Specific Technical Competencies
Cash Handling
Customer service
Written and verbal communication
Attention to details
Microsoft office skills- Outlook, Excel, Word
About Standard Chartered We\'re an international bank, nimble enough to act, big enough for impact. For more than 160 years, we\'ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you\'re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can\'t wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you\'ll see how we value difference and advocate inclusion. Together we:
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
Flexible working options based around home and office locations, with flexible working patterns
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you\'ve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process. Visit our careers website www.sc.com/careers
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