Key Responsibilities in Money Exchange
Sales Support & Process Management
- Order Processing: Manage the end-to-end processing of transactions, including remittances and bulk currency exchanges.
- Sales Reporting: Generate, update, and analyze daily/monthly sales performance reports for management to track KPIs.
- Process Improvement: Identify bottlenecks in the transactional workflow and implement improvements to enhance efficiency and customer service.
- CRM Administration: Manage client database information and maintain the accuracy of CRM records.
2. Operational & Transactional Duties
- Documentation & Compliance: Execute paperwork, ensure all transactions meet regulatory compliance standards (KYC/AML), and maintain audit-ready documentation.
- Settlements & Payments: Execute daily operational tasks, including bank reconciliations and settlement of funds.
- Inventory Management: Monitor foreign currency stock positions and coordinate with treasury/logistics teams for cash management. MyCareersFuture Singapore +3
3. Account & Client Coordination
- B2B Support: Support business development teams with corporate account onboarding and maintenance.
- Customer Support: Handle complex customer enquiries or high-value transactions, liaising between clients and the sales team.
- Transaction & Sales Support: Handling incoming and outgoing customer payments, managing currency exchange orders, and updating exchange rate records.
- Documentation & Compliance: Processing KYC (Know Your Customer) documents, maintaining accurate records of sales transactions, and ensuring compliance with financial regulations.
- Operational Efficiency: Coordinating between sales teams and front-line staff to optimize work processes, minimize bottlenecks, and improve service delivery.
- Reporting & Data Analysis: Updating sales data, monitoring transaction levels, and generating reports to support the sales team and management.
- Customer Relationship Management: Liaising with clients regarding transactions, addressing feedback, and supporting the sales team to meet targets.
Requirements and Skills
- Experience: Previous experience in sales operations, sales support, or financial operations.
- Technical Proficiency: Strong skills in Microsoft Excel and familiarity with CRM.
- Soft Skills: High attention to detail, strong organizational abilities, effective communication skills, and the ability to work under pressure.
Flexibility:
Ability to work retail hours, including weekends (depending on branch requirements).
