• Keep an updated customer profile data base (i.e. client contact list), answer client’s phone calls and make necessary actions to ensure that the complete and concise solutions/answers are provided on a timely basis. Keep clients updated of changes in regulations and rules.

• Deal with daily transactional works. Process the instructions received from clients including Payment, Loan&Depo, L/C, Guarantee, FX deals, etc and coordinate with operations.

• Follow up required transactional documents and its related matters (i.e. fax agreement, exceptional approval…)

• Escalate issues to RM and department head to ensure that snags and issues received appropriate attention for resolution

• Collect related documentation according to check list and provide account service to corporate clients such as KYC, radical/account opening, closure and account maintenance ;

• Cross check and valid OPTIM contractual documentation

• Department consolidation (bank statement reconciliation, fax indemnity etc.)

• Perform other tasks assigned by department head

职能类别： 客服专员/助理