Corporate Banking Client Services Specialist

Key Accountabilities

• Possess hands‑on experience in handling walk‑in customers and adequate skills in managing client service counter functions.
• Act as the first point of contact for walk‑in clients, receive instructions/documents and attend client queries.
• Carry out customer identification checks in line with standard operating procedures.
• Handle day‑to‑day activities assigned by the unit head for all products pertaining to Corporate client services.
• Support relationship management teams by providing operational services and support to their clientele.
• Possess experience on cash management operation functions such as inward and outward remittances, cheque clearing.
• Possess an appropriate understanding of other cash management related products and procedures.
• Ensure complete adherence to the policies and procedures laid down by the bank for operations without compromising the controls set as per the department SOP.
• Review SOPs as per internal audit and RMU requirements for the processes handled.
• Ensure that designated processes are managed efficiently with a high degree of accuracy and timeliness.
• Maintain confidentiality of customer data in line with data leakage and prevention policy.
• Actively participate in systems changes, process enhancements and pan‑bank initiatives in a timely and effective manner.

• Ensure timely service to clients and arrange to provide appropriate service either directly or in liaison with other internal departments or branches.
• Receive customer requests/documents and provide acknowledgement upon receipt; deliver documents through the counter and obtain acknowledgement from the customer; verify the authority of customers' authorized representatives while accepting and delivering documents.
• Manage processing of inward/outward and account‑to‑account transfers.
• Handle processing of post‑dated and current‑dated cheques without compromising the accuracy standards set by the unit.
• Attend and resolve queries on time from both internal and external customers.
• Provide appropriate statistics on MIS.

• Account opening documentation
• Account maintenance activities
• Corporate credit card operation
• Cheque book requests
• Balance confirmation letters
• Return cheques
• Payments (inward and outward) related queries
• Charges related issues
• eChannel related issues
• Client correspondence
• Exception handling
• Any other responsibilities assigned from time to time as part of job rotation exercise.

• Minimum qualification:
  
  Bachelor’s Degree / Higher Diploma.
• Minimum experience:
  
  At least 2 years of banking work experience specific to the job role.