Loans and Deposits Specialist

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time 40,000 - 60,000 per year
  • To manage the fixed deposit placements (including renewals/rollovers) of Non-Retail clients.
  • To handle servicing and operations issues arising from customers in the portfolio.
  • Other related responsibilities / task as may be assigned by management from time to time

Description

  • liaise with relationship managers on proposed pricings for fixed deposits for placements and/or rollovers
  • ensure accuracy in pricing mechanism i.e. checking with Treasury to confirm correct computation of COF and CFF to adhere to the approved interest margin or variation as may be approved by the appropriate approving authority on a case-by-case basis
  • liaise with customers to ensure all necessary documentation are in place and order to facilitate the necessary trades
  • cross-sell appropriate ideas including but not limited to CASA, FD, foreign exchange, structured deposits etc
  • refer interested clients to Treasury, Cash Management, or any other appropriate business units or product partners, for further exploration/execution of appropriate ideas
  • champion a strong service culture in enhancing customer experience
  • work with various stakeholders to complete the assigned tasks
  • to ensure all activities are done in accordance to policies and procedures

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