Client Service Advisor

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