Illinois CPA Society | AVP/Senior Associate, Treasures Service Support, Consumer Banking Group

2 weeks ago


Singapore Illinois CPA Society Full time

Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.
Responsibilities
Achievement of Service Excellence in terms of
Internal customer satisfaction in executing account related service requests timely, accurately, and meticulously
Internal collaboration with working partners to investigate and resolve problems escalated within KPIs set
Assist with necessary reporting to the Management
Initiate/Participate in projects that serve to improve Customer/Employee Journey
Meeting regulatory, compliance and internal security audit requirements
Service Management Performance
To achieve service standards as set out for Treasures staff to develop and improve day to day operational checks, balances & processes
To ensure that all customer requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements
To ensure that all triggered KYC reviews are done in a timely manner
To ensure that goals between team and management are aligned
Service Improvement Programme and Teamwork
To participate in Service & Process Improvement initiatives and other team-related activities
Activities / Operations
Review KYC information submitted by RM, perform independent review and risk rate customer in accordance to regulatory requirement as well as Group AML/CFT policy and procedures
Follow up with Front Office and other stakeholders on KYC related matters and for escalated / prioritised cases.
Processing of service requests - account related enquiries, Treasures fall-below-fee, Internet Banking, statement retrieval, interest statement letters, etc.
TR Membership processing (new sign-ups, Wealth Migration & opt-outs)
Portfolio Reassignment requests
Coordinating between Wealth Management Ops (WMO) with front-liners on Wealth Management Account (WMA) application via Internet Banking
Ad hoc statistics collation, e.g., Sign Up, Opt Out, clean-up of data, sharepoint tracking
Maintaining of Databases & SharePoints
Initiate/Participate in ad hoc projects & campaigns that serve to improve overall Customer/Employee Journey for Franchise
Requirements
Strong interpersonal and communication skills
Good planning and organising capability
Clear verbal communication skills
Team-player, able to multitask and self-initiate
Able to work independently with minimal supervision
Self-motivated team player with good service aptitude who would enjoy working in a fast-paced environment
Adaptable to changes
Basic knowledge and understanding of the banking products & services and procedures
Moderate PC literacy skills on MS Office applications such as Outlook, Excel and PowerPoint
Intermediate knowledge in DBS Treasures DOA and backend support processes and operations
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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