Cash Client Service Specialist
2 days ago
Key Responsibilities
Strategy and Planning
- Acquire feedback from the clients during engagement over the phone to increase the uptake & utilization of cash management products and services.
Business Performance and Management
- To provide professional & high quality phone & email support on Business Banking products & services to all Business Clients.
- To provide end-to-end support and assist with BizChannel troubleshooting on technical/system issues.
- Encourage and refer clients to utilize BizChannel services and Other Cash Management Channels & Services.
- Develop new business through cross-selling to existing & new to bank clients.
- Contact potential business partners to assess interest in collaboratation opportunities with CIMB Bank.
- Processing of Conveyancing Pay-in & Pay-out requests from Conveyancing Clients.
- Provide Exceptional Handling support to clients with special banking requirements.
- Handles Administrative tasks such as charging & waiver memo's, etc.
- Monitoring of Stored-Value Facility Accounts.
- Provide support in any other ad-hoc duties and projects assigned by the supervisor.
Regulatory Compliance
- Participate in risk & control self-assessment, audit, and business continuity management activities for the department.
- Maintain standards and role model behaviours and demonstrate the core values of the bank
Key Dimension of Impact
Non-Financial:
Provide a professional & high quality Phone and Email Support to CIMB Business Banking Clients
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