DescriptionAs a Client Service Officer you will be responsible for maintaining and enhancing best-in-class client service building strong relationships with Trade Finance clients in China. You are expected to possess knowledge of all Trade Finance products.
A successful candidate will act as a trusted advisor to clients always putting their needs first while fostering partnerships and providing transparency throughout the transaction lifecycle. This role is integral to the Global Trade Client Service Organization and is key to improving the overall client experience. You will collaborate closely with Operations and Front Office managers to resolve client issues efficiently.
Job responsibilities
- Handle Client inquiries during the life cycle of transactions
- Building relationships with the Operations staff
- Ensure transactions are timely processed based on client SLA and client expectations are managed
- Help LC/SBLC text review coordination with Ops/Advisory
- Chase for approvals and internal clearances when require
- Ensure to reply all client inquiries within SLA and reporting of cases in Client service application timely. (both email and Phone inquiries)
- Adherence to Standard operating procedures applicable for client service procedures.
- Reporting of outstanding transactions with clients for closure.
- Escalate client concerns and any issues to Sales/ Seniors within client service team for solutioning.
- Support sales and client visits by producing reports (volume issues fees collected etc.)
- Understand Clients business to predict their needs and provide appropriate solutions
- Promote use of self-service digital tools to reduce number of Client inquiries
- Promote sharing of experience and best practice across the Service team
- Participate in and support Global Trade Finance initiatives
- Develop internal partnerships (e.g. Sales Operations Product Risk & Compliance.
- Identify and escalate potential risk associated with Client activities
- Participate & Present in client events
Required qualifications capabilities and skills
- Minimum of3 years of experience in Banking of which at least 1 - 3 years should be in Trade Finance; must have a working knowledge of Trade Finance products and services offered
- Solutions oriented approach
- Capable of delivering exceptional performance under pressure.
- Strong focus on client satisfaction and the building of excellent relationships with our customers
- Excellent organization and influencing skills.
- Comfortable working within tight deadlines
- Ability to operate in a collaborative environment and must possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
- Ability to develop and mobilise internal networks and resources
- Ability to effectively use and manage multiple systems
- Proficiency in written and spoken Mandarin and English
Required Experience:
IC