Customer Service and KYC Officer

Job Purpose:

To assist with bank applications that come through branches (Wealth Hub)

Job Background/context:

These tasks require in-branch help (cannot be handled digitally) such as face-to-face verification. To improve operational efficiency and client experience in the non-premium segment account opening process at branch.

Key Responsibilities:

• Engaging and assisting clients with application submission through FCO DIY or branch desktop channel
• Collecting KYC information and supporting documentation from clients
• Collecting and collating Source of Wealth (SOW) documentation
• Handling CIPP documents
• Performing verification calls
• Submitting applications for approval (acting as Maker in a Maker-Checker control framework)
• Accessing new systems: Eclipse, Jabber, NESS Screenings

Qualifications

Education: High school diploma or equivalent
Experience: Previous experience in a customer service role. Experience with banking, or financial institution digital platforms and technology support is a strong advantage.

Skills:
• Excellent interpersonal and communication skills, with the ability to explain complex technical concepts in an easy-to-understand manner.
• Strong problem-solving abilities and a proactive approach to customer service.
• Tech-savvy with a genuine interest in digital trends and innovation.
• Ability to work independently and as part of a team in a fast-paced environment.
• Customer-centric mindset with a passion for helping others.

Bilingual proficiency may be an advantage in diverse customer environments.

Working Conditions
This role typically operates within a bank branch environment, requiring interaction with customers face-to-face.
Some roles may involve assisting customers remotely through digital channels.

Interested candidates please share your resume to [email protected] with all details

Regards
Shashi (R23112213)
Just Recruit Singapore Pte Ltd (EA12C6295)