Cash Relationship Manager
7 days ago
As a Cash Relationship Manager at OCBC Bank, you will be responsible for acquiring new-to-bank high deposits cash clients and managing a portfolio of accounts to increase share of wallet by providing customized Cash Management solutions.
Key Responsibilities:
- To acquire new-to-bank high deposits cash clients and manage a portfolio of accounts to increase share of wallet.
- To provide advisory to customers on best practices for transaction banking requirements and greater cash management effectiveness.
- To cross-sell all other products within the Bank, including various types of commercial banking facilities, FX solutions, keyman insurance, premier banking, etc.
- To work closely with internal stakeholders, including Transaction Banking, Treasury, Product and Operations Teams, to ensure the portfolio meets planned revenue and volume projections.
- To assess and manage the potential risks by performing customer due diligence in compliance with all statutory and regulatory requirements as well as the Bank's internal procedure manuals.
Requirements:
- Degree holder.
- Minimum 3 years of experience in Financial Institutions (customer acquisition, engagement, cash management sales, etc.).
- Results-oriented and driven with the ability to succeed in a dynamic culture.
- Strong business acumen and ability to deliver targets.
- Good communication and interpersonal skills.
Primary Location: Singapore
Job: Relationship Manager
Organization: Global Commercial Banking
Schedule: Permanent
Job Posting: 16-Sep-2024, 2:53:33 AM
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