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Client Service Specialist SG

POSTED ON 4/27/2025 AVAILABLE BEFORE 6/27/2025
CIMB Singapore Singapore, Full Time
Responsibilities:

JOB DESCRIPTION

Strategy and Planning

  • Responsible to ensure proper screenings, due diligence Know-Your-Customer (KYC) are conducted as per Bank P& P and regulatory requirements during onboarding and during customers’ transactions.
  • Responsible for Branch service quality, customers’ satisfaction and service excellence.
  • Ensure Key Performance Indication (“KPI”) & Key service index set by the bank is met. (90% of customer served within 5-10mins)
  • Working closely with different departments on initiatives to improve Branch service delivery in support of customers’ financial needs.
  • Responsible for all AML/CFT, risk management, compliance and audit matters as a Client Service Executive (“CSE”) targeting a Good/Satisfactory rating.
  • Ensure Branch operations service, customers’ satisfaction and service excellence at all touchpoints.

Business Performance and Management

  • Ensure customers are served professionally and efficiently.
  • Attend to all customer enquiries on banking products and service promptly.
  • Be customer obsessed and deliver excellent customer banking experience.
  • Handle customer complaints and queries and escalate to Superiors/Management for review.
  • Adhere to regulations, Internal Policies and Procedures, Customer Service User Guides and SOP of the Bank.
  • To respond to customers’ general Insurance and wealth products enquiries.
  • Assist with administration of Portfolio Financing and Premium Financing related documents.
  • Preparing daily branch activity tracking and reporting.
  • Ensure clean desk policy and staff are dressed professionally at all times.
  • Any other responsibilities / tasks as assigned by the Management from time to time.

People Management

  • Monitors branch service to achieve standards set by the bank. Maintain department discipline and morale so that the department staff functions as a team.
  • Work closely with other departments regarding administrative matters in branch and customer transaction matters.
  • To attend relevant courses for upskilling.
  • Ensure staff are dressed professionally and branch premise is well kept and clean.

Compliance

  • Comply with regulatory requirements, internal P & P, CSUGs & SOP.
  • Adhere to Governance, Risk Management and Compliance standards to achieve operational excellence.

Responsibilities:

Qualifications

  • Minimally, a Diploma holder

Professional Qualification and/or Regulatory, Licensing Requirements

  • Proficient in relevant computer applications
  • Knowledge of customer service principles and practices
  • Knowledge on basic Retail Banking products and services

Technical/Functional Skills

  • Computer literacy (especially Excel)
  • Problem Solving
  • Relevant customer service experience preferred
  • Organizational skills

Personal Skills (Soft Competencies)

  • Excellent customer service skills
  • Teamwork and collaboration
  • Good command of English, verbal and written
  • Meticulous
  • Approachable, helpful, and patient
  • Interpersonal skills

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