Portfolio Management Specialist, Sme Banking

7 months ago


Malaysia CIMB Group Full time

To handle servicing and operations issues arising from customers in the portfolio covering: o Follow up on Monthly accounts event triggered alerts o Handling of daily non-loan customer service issues o Support post loan monitoring activities of SME loan accounts
- Handle the daily servicing & operational matters, and provide quality banking service to Commercial Banking customers
- Support account relationship management of existing accounts under CMBS’s Small Business Segment with the aim of deepening the wallet share within the allocated portfolio of customers
- Handle Event trigger calls to customers under care
- Support CVE RMs in relation to x-selling & accounts management functions to existing customers
- For lending accounts, to perform post loan monitoring activities such as performing DPD calls, AIP, Repricing & DRP submission
- Conduct periodic and AML review for Commercial Banking customers.
- Reviewing of accounts on a regular basis to prevent non-compliance issues from arising
- Ensure accounts supported are managed in strict adherence to compliance guidelines, statutory compliance and regulations.
- Engage in other duties that may be assigned by management from time to time


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