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| Job Information |
| Title |
Client Service (Private Bank) |
| Role |
Client Service (Private Bank) |
| Category |
Financial Services - Banking
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| Location |
Singapore
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| Company |
Lloyd Morgan Singapore , Vacancies
[
-- ] (Posted on Wednesday April 9th,2008 11:57 AM) |
| Experience |
2 to 5 Years |
| Educational Qualification |
Bachelor's Degree-Graduate Degree (BA, BSc, BCom) |
| Skills |
Inter-personal
Administration/Clerical/Secretarial
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| Salary |
-- |
| Career Level |
Mid Career (2+ years of experience) |
| Job Type |
Permanent
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| Job Status |
Full Time
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| Open to Foreigner |
NO |
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| Job Description |
Client Service (Private Bank)
· Provide an efficient, highly skilled support service to Relationship Managers, dealing with customer and prospective customer relationships
· Actively identify opportunities for cross-sales and lead generation
· Control and effectively manage deposit customers requirements
· Deal effectively with queries, account opening and maintenance
· Process and prepare lending documentation for all customers
· Instruct, complete and process internal and external documentation to ensure securities preparation and discharge relating to lending proposals
· Maintain the Customer Information Management database to ensure accurate and up to date records of all contacts made by and with the customer
· Identify irregular accounts, take necessary actions and highlighting any potential longer term problems
· Perform a range of routine transaction processing to provide first class customer service
Requirements:
· At least 2 years experience in Premier Banking/PriorityBankibnng/Wealth Management environment
· Possess excellent customer service attitude, interpersonal and communications skills
· A strong team player and contributor
· Ability to work in a fast-paced environment
· Possess good PC skills
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