Generalist, Customer Services, SME Banking
Core
Provides vital support to Relationship Managers by preparing documentation for CDD reviews and credit proposals, while handling daily operations, customer engagement, and branch referrals.
Role type
Customer Service Generalist (SME Banking)
Builds
Credit proposals and CDD documentation for SME banking clients
Domain
Banking / SME Finance
Required skills
Documentation preparation, CDD review support, Credit proposal support, Customer engagement, Branch referral handling, Daily operations management
Responsibilities
Prepare documentation for CDD reviews, Prepare credit proposals, Handle daily operations, Engage with customers, Manage branch referrals