Generalist, Client Services, SME Banking
Core
Support relationship managers in daily SME banking operations including account onboarding, document handling, and preliminary credit checks for corporate customers.
Role type
Junior IC client services specialist (SME banking)
Builds
Cash management services, current accounts, trade finance, working capital finance, term loans, and foreign exchange products
Domain
Banking / SME Finance
Deliverable
product features
Required skills
Account relationship management, credit analysis, document verification, regulatory compliance (CDD), report generation, customer complaint handling
Preferred skills
Finance or Business degree, 2+ years SME banking experience, fluent English and Mandarin
Technologies
e-form, ORCR, OSCA, credit proposal systems
Responsibilities
Handle customer phone-in inquiries and complaints, refer SME banking business to relationship managers, support new account onboarding and account maintenance, conduct preliminary documentation checks for credit proposals, handle daily operational reports (TOD, Time Deposit), collect ad-hoc fees
Seniority
Junior, hands-on IC