Job responsibilities:
- Serve as the primary point of contact for Asia Pacific regional clients, addressing complex inquiries, escalations, and complaints across a full suite of cash management and liquidity products.
- Engage with client proactively to understand clients’ business and help identify solutions, client efficiencies, cross sell opportunities, and increase Product penetration with collaboration with Sales, Product, Implementations, and Operations teams.
- Utilize Artificial Intelligence (AI) and technical skills to analyze data, identify trends, and support decision-making.
- Conduct periodic Service Review to present data, insights and trends, and opportunities for increasing operation efficiency and client experience,
- Proactive client engagement for efficiency, risk and control, digital adoption and sales opportunities
- Manage one-off projects as they pertain to specific client issues and products.
- Manage risk through close attention to client overdrafts, unpaid bills, account dormancy, client concerns, service impacts, etc. and, escalate risk related issues to appropriate parties as required
Required qualifications, capabilities, and skills:
- Bachelor's degree
- At least 3 years of proven skills and experience in Cash management, across Product, Client Service, Sales, Operations, Implementation, or related roles in the financial services industry
- Ability to work collaboratively in a fast-paced environment and adapt to changing priorities with excellent time management skills
- Detail-oriented team player who takes end-to-end ownership, strives for results, and sustains intensity and optimism while delivering excellent service to clients
- Proficiency in Cantonese and/or Mandarin to communicate with clients in the Greater China region
- Attention to detail and accuracy, adaptability, flexibility and partnership
Preferred qualifications, capabilities, and skills:
- Understanding of Transaction Services solutions and tools would be an advantage.
- Strong capability to analyze situations, prioritize or troubleshoot issues, and manage multiple tasks effectively
- Demonstrates cultural sensitivity and awareness, good team player with passion to foster partnership with stakeholders to deliver initiatives and changes
- Proficiency in AI technologies and technical tools relevant to transaction banking.