Client Services Officer
1 month ago
We are working with an International Bank to find an exceptional Client Service Officer.
You will be resposible to aid & support the branch in an operational capacity by performing day to day banking tasks, as well as provide support to the branch manager & relationship managers in fulfilling their needs & requirements. In addition to also undertakeregulatory action (transactional monitoring) on a daily basis for the branch portfolio.
In addition, provide support and troubleshooting for any operational queries to anyone who requires.
**Responsibilities**
- Answering calls for the RM's if they are not available to answer and assisting the client's needs.
- Renewals, opening, closing, operating a locker.
- Deposits, withdrawals, ordering liquidity, Cash collection/pick up. End of day cash up procedure to make sure credit/debits are correctly done.
- Due Diligence performed on cheques received in branch, either in post or in person.
- Call back processed, relevant RM's to sign off the transfer and then dispatched to remittance.
- Looking after Moorgate compliance entries and keeping them at absolute minimum with maximum information received from client/RM.
- CAM - account maintenance issues (web login/secure key/dormancy lift/changes to account etc)
- Treasury - front office for deals taking place for clients, back office for time /e-deposit issues, new TD's, maturity
- On-boarding new customers along with the bank's policy with documents / forms required. Core processing of account opening, maintenances and customer instructions. KYC also conducted for all new customers.
- Maintain the customer service query log / Tracker, update MIS and ad hock data analysis as and when required.
**Requirements**:
- Ideally speak Urdu at native level
- Bachelor’s degree in Banking and Finance
- Customer Service experience (Ideally in the Banking sector, personal banking, essential banking etc.)
- Good knowledge of FX, Time / fixed income
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