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One of our clients is seeking to recruit a Customer Relations Officer on a full-time basis.

Responsibilities:

Collaborating with introducers of Business for the purpose of considering Bank Account applications of Corporate Entities and/or Fund Structures

Assessment of a Customer Profile against the Bank’s Customer’s acceptance guidelines

Coordination with Introducers of Business to collect due diligence documents needed to open a Bank Account

Liaising with other departments to collect KYC and other documents required to process an account opening application

Customer relationship management – assisting customers with general queries and/or directing their queries to the relevant department within the Bank

General relationship management with customers to promote the efficient use of services offered by the Bank, including the taking of deposits, card services, foreign exchange and online banking

Assist in developing prospect relationships and to enhance, grow and retain those relationships

Client research through various media and with various counterparties or information outlets

Assist in redaction and maintenance of processes and procedures  

Requirements:

Bachelor’s Degree in Banking and Finance or any relevant qualifications

1+ year of experience in a similar role

Good IT knowledge

Proactive, focused and able to plan and meet deadlines

Capable of managing clients’ requirements accurately and efficiently

Excellent verbal and written communication skills in English

Able to work in a team and willing to learn new skills

Skills:

Meticulous with a keen eye for detail

Analytical, problem-solver with a can-do attitude 

Team player with interpersonal skills

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