Client Services (bilingual Japanese-English)
About the position
Ensure the efficient processing of all financial transactions including but not limited to loans, time deposits, foreign exchange, funds transfer, etc. in accordance with the established systems and procedures. Identify, investigate and resolve complex operational problems. Work with Group Head and senior members of the team with training of junior staff members. Ensures compliance with applicable internal policies, procedures and regulatory requirements.
Responsibilities
ā¢ Serve as liaison between the account officer, all related departments, HO, and clients with timely and accurate execution of the financial transactions such as loans, time deposits, foreign exchange deals, etc. in accordance with the bank's procedure.
,
ā¢ Analyze the new deals, scheme, terms and conditions before the actual execution in coordination with the concerned parties (i.e. the clients, account officers and other department staff).
,
ā¢ Coordinate activities with other departments and staff or other offices to ensure timely and accurate processing of transactions; anticipates, identifies/investigates and resolves complex operational problems.
,
ā¢ Make necessary arrangements for opening/closing accounts, as well as modifications, and prepare the required documents for system registration.
,
ā¢ Provide quality service to the bank's clients mostly over the telephone and e-mail; working closely with Account Officers in case of complex transactions and other assignments as required.
,
ā¢ Participate in the bank's efforts in FATCA compliance and the validation of the tax forms obtained from the clients.
,
ā¢ Assist Group Head and senior members of the team in training junior staff to ensure that they are adequately trained to perform their responsibilities. Assigns and reviews the work of junior staff and ensures accurate and timely completion of transaction and in compliance with all applicable internal policies, procedures and regulatory requirements.
,
ā¢ Respond promptly to inquiries from clients and other departments regarding transactions, policies and procedures, etc. Interfaces with internal/external auditors as needed.
,
ā¢ Work with account officers, Group Head and Unit Head on special projects as assigned.
Requirements
ā¢ Bachelor's degree (preferably in Finance or Accounting) or three years of experience in related business administration.
,
ā¢ Bilingual (English/Japanese).
,
ā¢ Strong experience with specialized lending products, traditional transaction structuring procedures and compliance.
,
ā¢ Substantial knowledge of documents and required procedures.
,
ā¢ Thorough knowledge of internal operations, policies and procedures as well as regulations specific to banks.
,
ā¢ Effective verbal and written communication skills.
,
ā¢ Strong analytical skills and ability to thoroughly analyze operational issues, assess problems and recommend/implement appropriate solutions.
,
ā¢ Proficiency in basic office applications (e.g. MS Excel, Word, Powerpoint, Access/databases).
,
ā¢ Flexibility to work variable hours due to the workflow.
Nice-to-haves
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Benefits
ā¢ Competitive total rewards package.
,
ā¢ Discretionary bonus eligibility.
Apply Now
Ensure the efficient processing of all financial transactions including but not limited to loans, time deposits, foreign exchange, funds transfer, etc. in accordance with the established systems and procedures. Identify, investigate and resolve complex operational problems. Work with Group Head and senior members of the team with training of junior staff members. Ensures compliance with applicable internal policies, procedures and regulatory requirements.
Responsibilities
ā¢ Serve as liaison between the account officer, all related departments, HO, and clients with timely and accurate execution of the financial transactions such as loans, time deposits, foreign exchange deals, etc. in accordance with the bank's procedure.
,
ā¢ Analyze the new deals, scheme, terms and conditions before the actual execution in coordination with the concerned parties (i.e. the clients, account officers and other department staff).
,
ā¢ Coordinate activities with other departments and staff or other offices to ensure timely and accurate processing of transactions; anticipates, identifies/investigates and resolves complex operational problems.
,
ā¢ Make necessary arrangements for opening/closing accounts, as well as modifications, and prepare the required documents for system registration.
,
ā¢ Provide quality service to the bank's clients mostly over the telephone and e-mail; working closely with Account Officers in case of complex transactions and other assignments as required.
,
ā¢ Participate in the bank's efforts in FATCA compliance and the validation of the tax forms obtained from the clients.
,
ā¢ Assist Group Head and senior members of the team in training junior staff to ensure that they are adequately trained to perform their responsibilities. Assigns and reviews the work of junior staff and ensures accurate and timely completion of transaction and in compliance with all applicable internal policies, procedures and regulatory requirements.
,
ā¢ Respond promptly to inquiries from clients and other departments regarding transactions, policies and procedures, etc. Interfaces with internal/external auditors as needed.
,
ā¢ Work with account officers, Group Head and Unit Head on special projects as assigned.
Requirements
ā¢ Bachelor's degree (preferably in Finance or Accounting) or three years of experience in related business administration.
,
ā¢ Bilingual (English/Japanese).
,
ā¢ Strong experience with specialized lending products, traditional transaction structuring procedures and compliance.
,
ā¢ Substantial knowledge of documents and required procedures.
,
ā¢ Thorough knowledge of internal operations, policies and procedures as well as regulations specific to banks.
,
ā¢ Effective verbal and written communication skills.
,
ā¢ Strong analytical skills and ability to thoroughly analyze operational issues, assess problems and recommend/implement appropriate solutions.
,
ā¢ Proficiency in basic office applications (e.g. MS Excel, Word, Powerpoint, Access/databases).
,
ā¢ Flexibility to work variable hours due to the workflow.
Nice-to-haves
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Benefits
ā¢ Competitive total rewards package.
,
ā¢ Discretionary bonus eligibility.
Apply Now