The Client Account Services (CAS) team is part of the Client Onboarding & Lifecycle Management department (COLM) and provides comprehensive account support, including account documentation review, data maintenance, and account control and monitoring. We assist Relationship Managers across Bank of Singapore locations throughout the entire account lifecycle-from onboarding and periodic reviews to maintenance and closure.
As a candidate, you will be responsible for verifying all client account-related requests, ensuring submissions are complete and accurate, and reviewing credit card applications prior to processing by the relevant OCBC teams.
Responsibilities
Pre-processing check
- Ensure all relevant approval is obtained and instruction provided by Business adheres to procedure
- Escalate any deviation to procedure
- Liaison and coordination with various parties, including Front Office and various support departments
- Coverage for account related requests includes account opening, closure, migration of relationship and lifecycle maintenance of account.
Control
- Act as a control unit and be able to identify risk issues while interacting with Front office
- Ensure that exception processing is completed exactly according to the conditions set in the approval
- Perform an end-of-day review to ensure tasks are completed by signing off on the end of day checklist
- Ensure up to date procedure manuals and documentation
Query Management
- Respond to queries and resolve issues promptly, ensuring cases are either fully resolved or appropriately escalated within established timelines.
- Liaise and coordinate effectively with multiple stakeholders, including Front Office and various support departments.
- Ensure queries are resolved within expected timeframe or escalated to the correct parties
Change Management
- Identify control gaps and work with team to review process efficiency and deliver improvements
- Participate in projects as and when required
Requirements
- 2 to 4 years of experience in Banking, specifically in Account Opening/Maintenance or Client Service roles
- Tertiary education
- Proficient in Microsoft Office
- Proficiency in Microsoft Access, Power BI, Silverlake Integrated Banking System is a plus
- Fluent in English (both written and verbal) knowledge of additional languages is a plus
- Excellent communication skills, comfortable interacting with different stakeholders
- Client-focused mindset with strong attention to detail
- Strong team player with the ability to work independently and take initiative to drive tasks to completion
- Ability to collaborate effectively with both Front Office and Support teams
- Capable of working and delivering results under time pressure
- Proactive in identifying process gaps and suggesting or implementing solutions to enhance productivity
- Experience in performing ad-hoc system testing
