Generalist, Customer Service, SME Banking
Core
Guiding customers through account opening, ensuring forms are completed correctly, and facilitating onboarding for corporate banking products.
Role type
Customer Service Officer (SME Banking)
Builds
Account relationships and onboarding experiences for corporate clients
Domain
Banking / Corporate and Investment Banking
Deliverable
client delivery
Required skills
Account relationship management, product feature explanation, risk screening (EWSS), credit application support, cross-department collaboration
Preferred skills
Degree in business/economics/finance, PC skills, teamwork
Responsibilities
Guiding customers through the account opening process, ensuring all necessary forms are completed correctly, facilitating a smooth onboarding experience, conducting Enhanced World-Check Screening, assisting Relationship Managers with credit applications, collaborating with relevant departments for loan execution