Onboarding Relationship Manager, Remote Banking

Petaling Jaya, Selangor, Malaysia

Job Description


Role Responsibilities Job Summary . Define key responsibilities to reflect the duties and responsibilities of this role. Welcome and onboard newly acquired NTB/NTS Priority Clients to the bank. Perform welcome introductory call to Priority clients within MOB 1 based on client base provided by the bank Assist newly onboarded clients during the call to set up transactional needs and other servicing needs such as sc mobile. Reiterate the Client Value Proposition and benefits to the client Introduce the ARM/RM who will be managing the client\'s portfolio and assist in setting up of appointment Tele/virtual engagement with the client Responsibilities . In consultation with the STM, draw up monthly plans for achieving new business and customer acquisition goals committed. Key Measurement of the followings: - Number of clients @ MOB 1 who are digitally active + minimum 2 transactional needs product holding setup Financial and Non-Financial losses All Audits FLC & Complaint Digital Migration Strategy . Introductory Welcome & Servicing Call Welcome Call to newly onboarded Priority Clients - by Week 2 Transactional needs setup - Jumpstart, Smart Stocks, PBVI etc. SC mobile setup Reiterate CVP Intro ARM / RM Virtual / Tele engagement Business . To assist in client engagement and activation for Priority Banking segment newly acquired clients. To achieve quality performance i.e. audit results, credit quality, business development and people management. Agreed service standards to customers. Processes . To liaise with Stakeholders for any exceptional, legal, compliance and operational cases to ensure both sales, operational and service activities at branch are managed well 100% Operation control under operation risks guidelines and sales compliance. Non compliance and control weaknesses inherent in the selected samples are detected and duly reported No unsatisfactory compliance reviews and audits on the conduct of CST and record keeping Maintaining robust controls and monitoring actions No overdue Control Sample Testing (CST). People & Talent . Client engagement Presentation and soft skills tailored to engaging Affluent Clients Internal stakeholder engagement skills Ability to drive and manage client interaction Good communication & presentation skills Negotiation and objection handling Client training on digital solutions Journey completion Discipline and good time management to handle a client portfolio Ability to solve problems and close issues without handing over Strong analytical ability Understanding of Priority CDD principles Interpersonal and complaint handling skills Bank\'s product knowledge Understanding of policies and procedures ABM rules / Bank Negara FEA regulations Branch Operations Manual (WEBOM) /MIC/ group circulars/bank policy and tariff of charges Risk Management . Ensure compliance with Group Policy and Standards, local laws and regulations, controls and procedures of the Bank and regulatory requirements pertaining to Money Laundering and CDD. Participate in and/or support the Bank\'s effort in combating money-laundering activities. Exercise due care and diligence on matters related to Money Laundering and CDD in the day to day operations, which include account opening and reviews, transaction monitoring, reporting suspicions, customer communication, implementing new requirements, updating and revising operating procedures, acquire relevant knowledge and training, provide support to superior and subordinates. Governance . Compliance and Money Laundering responsibilities: .Ensure compliance with Group\'s standards and regulatory requirements pertaining to Money Laundering and CDD. .Participate and support the Bank\'s effort in combating money-laundering activities. .Exercise due care and diligence on matters related to Money Laundering and CDD in the day to day operations, which include account opening and reviews, transaction monitoring, suspicions activity reporting during client communication. Regulatory & Business Conduct . .Display exemplary conduct and live by the . .Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. .Lead the Malaysia Remote Banking team to achieve the outcomes set out in the Bank\'s Conduct Principles: [Fair Outcomes for Clients Financial Crime Compliance The Right Environment.] . .Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders . Across all department in banks Other Responsibilities . .To cascade and live the CSR values .To undertake special projects / assignments . Qualifications . Training, licenses, memberships and certifications .Minimum SPM holders and / or relevant professional qualifications .Preferred 1-3 years\' experience in banking service or customer service industry .Favourable track record in managing service and / or operations matters .Demonstrated ability to establish a service culture. .Interpersonal and complaint handling skills .Bank\'s product knowledge .Understanding of policies and procedures .ABM rules / Bank Negara FEA regulations ROLE SPECIFIC TECHNICAL SKILLS AND COMPETENCIES AND PROFICIENCY LEVELS. Technical Competency Name: Proficiency Levels Example: Data Science Advanced Microsoft Core FIMM License Core Bancassurance License Core IPPC License Core About Standard Chartered We\'re an international bank, nimble enough to act, big enough for impact. For more than 160 years, we\'ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you\'re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can\'t wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you\'ll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with with minimum global standards for annual and public holiday, which is combined to 30 days minimum Flexible working options based around home and office locations, with flexible working patterns Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you\'ve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process. Visit our careers website

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Job Detail

  • Job Id
    JD957391
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Petaling Jaya, Selangor, Malaysia
  • Education
    Not mentioned