Client Services Officer, SME Banking
Core
Guiding customers through account opening, ensuring forms are completed correctly, and facilitating onboarding for new clients.
Role type
Client Services Officer (SME Banking)
Builds
New client accounts and onboarding experiences
Domain
Banking / SME Finance
Deliverable
client delivery
Required skills
Account opening facilitation, form completion verification, product feature explanation, Enhanced World-Check Screening (EWSS), caution list checking, credit application documentation support, cross-department collaboration
Responsibilities
Guiding customers through the account opening process for various banking products and services, Ensuring all necessary forms are completed correctly and explaining product features clearly, Facilitating a smooth and efficient onboarding experience for new clients, Conducting Enhanced World-Check Screening (EWSS) and checking caution lists to identify and mitigate potential risks, Assisting RMs for input credit applications, ensuring all required documentation is accurately, Collaborating with relevant departments for further processing and loan execution