Morgan McKinley is working in partnership with a leading bank currently looking for a 12 months contractor to join their team.
Treasury Services Advisor
Support the GCAA (re-paper) migration project outreach with timely client follow-up and reporting for Fulfillment team
Assist in contacting clients to respond to client survey
Assist with Fulfillment work-order submissions for CP setups
Assume day-to-day management of portfolio of accounts by providing treasury and cash management solutions and cross-selling the Bank\'s products and services to general sales/referrals
Harness the Bank\'s varied resources and work within internal partners to deliver exceptional and pro-active service to clients worldwide.
Attend to client\'s inquiries, requests and complaints.
Provide sales support to ensure delivery of Quality & Proactive Services to clients.
Meet clients with Sales for business needs
Assist Sales to solicit additional business
Work with Sales on RFP in Pre-implementation stage
Act as primary escalation & accountability point for clients.
Provide value-added proactive servicing activities.
Conduct period service review/scorecard review with clients
Perform root cause analysis of defects
Ensure full compliance of all applicable laws, regulations, credit, KYC.AML policies and exercise appropriate delegated authority.
Perform all duties as assigned by the Client Services Manager.
Actively join in, support & implement local or regional projects as assigned by the Client Services Manager.
Required Skills
At least 3 to 5 years\' working experience in area of Client Services in the bank concentrating on delivery of treasury and cash management solutions for corporate/financial institutional client.
Excellent presentations, communication, time management, problem solving, interpersonal and team work skills.
A track record gained through operational experience within the payment, trade, or treasury environment.
Experience in working in Asia/Global environment with strong verbal and written communication skills.
Good commend of spoken English and Mandarin.
Good knowledge of all bank systems, products and web-based electronic banking platforms.
A good understanding of in-country banking system, account and liquidity structures/products.
Good application software skills: Words, Excel and Powerpoint
Excellent rapport with client contacts at all levels and with internal partners at all levels.
A proactive learner and self-starter seeking continuous improvement in all job-related aspects.
Innovative and open minded, maintaining a professional & positive attitude at all times.
Able to work under pressure & challenges.
If you\'re interested in this role, please send your updated CV (word format) to for a confidential discussion
Referrals are greatly appreciated.
Morgan McKinley Pte Ltd
EA Licence No: 11C5502
Registration No: R21101982
Registration Name: Fabian Leow
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as a notification that you have not been shortlisted
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