Cash and Trade Product Associate
- 12 months contract
The Client
- MNC Bank
The Opportunity
- Assist with the Company's Trade Digitization Efforts
- Manage client profile and system configuration set up, including pricing
- Develop a set up process that is reliable, scalable, repeatable and swift, being the driving force for improvements
- Be the single point of contact for internal partners and the Client: interacting with key teams to identify and remove bottlenecks;
- Oversight and coordination of all onboarding activities, including:
- Liaising with the client; providing support and guidance throughout the documentation/form completion process to ensure quality and completeness
- Collecting Client information required to complete GFICD and Account Opening process, Know Your Customer (KYC) and the Company's channel access (Online Banking; FX Pulse etc.); liaising with internal teams as necessary to expedite
- Reviewing and checking for completeness of Client's information and supporting documentation before submitting the case to Operations/ Implementation managers for processing
- Coordinating and monitoring the Client onboarding to the point the base account is open and the Company's channels access has been provided
- Engage implementation managers to implement Trade modules
- Ensure accurate and timely tracking of end-to-end Turn Around Time (TAT) and keeping to agreed targets/SLAs
- Ensure Global and local compliance with all appropriate regulations, controls, banking and data privacy standards
- Engage implementation managers to implement Cash (eg. PayNow) and Trade-related products
- Cash and trade pricing setup for new and existing accounts
- Coordinate and Input pricing in various Company's systems.
- Cross check pricing setup in system to ensure update accuracy
- Coordinate and rectify any pricing errors in the systems including refunds for affected clients
- Setup Pre-Settlement Exposure lines for non-borrowing clients under the Cash Trade Program
- Consolidate eligible accounts on a weekly basis for approval and setup.
Your Background
- Degree in Banking/Finance or equivalent
- Minimum 3 years relevant experience - with background in financial services industry (Commercial Banking related experience is an advantage)
- Multi-tasking and strong operational and process/procedural skills
- Understanding of Compliance and Regulatory influences within the Client onboarding process
- Excellent team player who is Client service oriented and creative
- Strong PC skills: MS Office; MS Excel; MS PowerPoint
Interested parties please click "Apply Now" or contact Chevelle (EA Reg no: R1762272) at chevelle.tan@peoplebank.asia
Peoplebank Singapore Pte Ltd, EA Licence Number: 08C5248
EA Licence: 08C5248
