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Client Services Representative
4 weeks ago
Department Description:
The client services team in corporate banking supports the corporate relationship team in meeting the expectations of the client and supporting the team for all client matters with respect to Service and operational related requirements This ensures that Relationship team is focused on revenue generation opportunities and service matters of the clients are managed by the Client Services team
The team is the point of contact for all Corporate Customers and provide end to end service for all operational related matters The team also manages the Client queries received directly or referred through coverage to be addressedresolved
The team is responsible to ensure the following
Establish efficient processes to service the clients resulting in faster TAT proactive support and satisfied customers
Liaise with other units of the bank mainly being Trade Tanfeeth operations Governance team Group Compliance Channels and Implementation team to ensure end to end resolution
Ensuring client static and dynamic information is updated efficiently across all data users efficiently This includes but is not limited to consumption of data points for compliance and regulatory information
Full support to the Coverage team with all daytoday operational matters enabling them to focus on direct revenue generating business activities This include but are not limited to VAT Account statements tracking of payments referrals management resolutions to client issues collaboration with channels other units to support clients
Collaborate between BU Governance for compliance and Coverage to ensure the BU has complied with ongoing requirements
Support the BU in collating documentation and resolving all queries issues with the coverage team
Brief Description:
The client services team in corporate banking supports the corporate relationship team in meeting the expectations of the client and supporting the team for all client matters with respect to Service and operational related requirements This ensures that Relationship team is focused on revenue generation opportunities and service matters of the clients are managed by the Client Services team
The team is the point of contact for all Corporate Customers and provide end to end service for all operational related matters The team also manages the Client queries received directly or referred through coverage to be addressedresolved
The team is responsible to ensure the following
Establish efficient processes to service the clients resulting in faster TAT proactive support and satisfied customers
Liaise with other units of the bank mainly being Trade Tanfeeth operations Governance team Group Compliance Channels and Implementation team to ensure end to end resolution
Ensuring client static and dynamic information is updated efficiently across all data users efficiently This includes but is not limited to consumption of data points for compliance and regulatory information
Full support to the Coverage team with all daytoday operational matters enabling them to focus on direct revenue generating business activities This include but are not limited to VAT Account statements tracking of payments referrals management resolutions to client issues collaboration with channels other units to support clients
Collaborate between BU Governance for compliance and Coverage to ensure the BU has complied with ongoing requirements
Support the BU in collating documentation and resolving all queries issues with the coverage team
Detailed Description:
The Customer Service Representative supports the Relationship Managers coverage team to ensure that all customer related processes queries issues challenges are handled in an efficient and professional manner within the agreed TATs thereby delivering superior service experience to the customers
This is a highvolume high intensity team and experienced qualified team members are key to manage and deal with client queries escalations and stakeholders within the bank
The Client Services Representatives also ensures that
Services are delivered consistently to clients
Issues are prioritized considering the attention required
Identify opportunities to automate and make the processes efficient
Proactive customer engagement for preempted issues such as major system changes
Ensure customers operational needs and requirements are timely addressed
Minimum engagement of RMs in operational issues which will help coverage also to gain maximum wallet share of business and generate maximum yield from clients
Knowledge of bank wide systems processes products departments updates
Job Requirements:
The Customer Service Representative supports the Relationship Managers coverage team to ensure that all customer related processes queries issues challenges are handled in an efficient and professional manner within the agreed TATs thereby delivering superior service experience to the customers
This is a highvolume high intensity team and expe
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