Day-to-day Branch Service Operation related matters;
Any initiatives introduced by the Group, Management, Head Office, Division, Department, Sales team or Operation team.
Responsible for processing and handling day-to-day transactions of the branch as well as ensuring service quality standards in the branch are met in line with the Bank’s strategic objectives.
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To check and ensure accuracy and timely issuance of all type letter (Letter(s) of Offer/Supplementary Letter(s) of Offer/Letter(s) of Notification/Review Letter(s) and promoting good and prompt services.
To prepare LO/SLO/LN/LR upon receipt of approved credit application from ARMs.
To ensure all terms and conditions imposed as per approved CA/CR are transcribed into the LO/SLOLN/LR.
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Responsible for timely and accurate creation of KPI and Operations Control Reports according to defined policies and procedures
Liaison with front office private banking teams, internal departments and different operations teams for service and investigation regarding execution and settlement of trades, delivery of securities, corporate action, payments and receipt of funds, fees, renewal and repayment of loans, documentation scanning and various account and control maintenance functions.
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Managing front-office advisory and service transformation across Wealth Management and Private Banking segments
Designing omnichannel customer journeys and experience design improvements across the client portal, onboarding, Relationship Manager tools, and assisted-service channels
Managing operating model design and implementation across wealth and Private Banking, including workflow & process redesign, automation & AI opportunities, delivery governance.
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Subject matter expert in AR collections process. Handle inbound and outbound third-party collections call.
Should be able to work on all types of collection calls and queries, handle escalations, work allocations tothe team members.
Perform QA audit for the team, training new team members, resolving team members queries relating tothe process, ensuring team completes requests within turnaround time.
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