Senior Officer, Relationship Officer, Emerging Affluent Client Group (Contract)
Contractor
Core
Provide administrative support, data entry, and sales reporting for account opening and servicing transactions for the Sales Team.
Role type
Administrative support officer (banking operations)
Builds
Account opening files, KYC screening reports, sales tracking dashboards
Domain
Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
Data entry, KYC name screening, World Check, AML checks, sales reporting, account status management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Process account openings, perform KYC and AML checks, generate sales reports, update account/card statuses, handle non-sales servicing callbacks
Seniority
Junior, entry-level