Job Description

Client Service Advisor

The incumbent for this position is expected to provideTreasury Management/Transaction Banking services and advisorysupport to the corporate and financial institutional clients globally.

Responsibilities

Independently consults, execute and acts as a liaison with business partners and clients to ensure requirements are fully met for services requested within the specified timeframes
Manage client enquiries for target clients, enhancing client delight and manage client retention
Responsible for resolution of client requests/enquiries, leveraging resources across other functional areas to enhance client experience and escalate if the resolution exceeds expected SLAs
Participate in client planning to position and deliver the full range of Bank's products and services as part of the overall client relationship
Proactively provide advice on the usage of all banking products and services to clients
Understand the end-to-end processes and utilizes professional judgment in determining appropriate resolution of client needs within the risk and compliance parameters
Identifying training needs for clients and ensuring that clients are well aware of the product/service capabilities and the benefits to them
Participate in client management and Sales/Reference For proposal (RFP) opportunities on complex working capital management solutions
Perform service reviews and Straight Through Processing (STP) guidance
Develops client service account plans that enhance the service delivery
Monitor and analyze customer volume and revenue figures to identify sales leads for Sales and Relationship Bankers
Perform root cause analysis of defects, issues and non-compliance of service levels
Provide training on new/or changed special procedures catered to the high value clients and on client specific knowledge
Review and provide post implementation services support on the regional/large local deals.

Core Skills:

Ability to collaborate and work with various levels of management and businesses across the enterprise
Demonstrate attention to details, team player, take e2e ownership, drive for results to support/grow the business, sustain intensity & optimism while focusing on delivering risk reduction
Strong analytical, problem solving, ideation and time management skills
Requires excellent communication, influencing and negotiation, comfortable with direct client and business partners interaction and proven client interaction abilities
Ability to present ideas and information effectively in group settings
Excellent interpersonal skills, positive attitude and team player
Ability to provide value-added services to clients based on understanding of clients needs and internal data analysis
Familiar with handling complex client organization structures e.g. Treasury Centre, Shared Service Operations, etc.

Requirements

Ideal candidate will have a bachelor's degree or at least a diploma holder
1 -3 years of Transaction Banking for Large Corporate portfolio
Should have the skill, ability, experience and confidence to navigate the bank and business partners to ensure servicing tasks and client requests are completed on time
Requires excellent communication, influencing and negotiation skills to effectively manage client implementation and service
Think creatively to generate value-added services