Job Role Insights

Date posted: 22-09-2026

Closing date: 26-09-2026

Job Description

The primary responsible for providing direct sales support Senior Relationship Managers in related activities such as reporting, documentations, monitoring of facility conditions, follow up with client for facility utilization. Active engagement with clients and also with the products partners to ensure high level of facility utilization. Including, working with the SRM on a specified portfolio by assisting to drive revenue. growth

Key Accountabilities (Duties and Responsibilities)

• Assist RM at origination stage with pitch books, industry leads, etc.
• Prospect for new-to-bank customers within assigned segments.
• Assist customers in analysing problems and proposing solutions.
• Participate in cross-functional activities supporting the Bank’s objectives.
• Ensure timely completion of account opening formalities.
• Track valuation and insurance expiry and engage CAU 90 days before expiry.
• Assist RM in resolving documentation issues with Legal, CAU and clients.
• Follow up on timely submission of facility documentation.
• Engage clients and product partners to ensure utilisation of limits.
• Ensure compliance with KYC and AML requirements.
• Ensure timely resolution of customer queries.
• Manage daily excesses, balances, large transactions and suspicious transaction reports.
• With RM support, make decisions on customer cheques/instructions.
• Liaise with Retail Managers on Corporate Banking transactions.
• Maintain an up-to-date client contact database and manage expectations.
• Anticipate customer needs and support strong customer service.
• Provide market intelligence and proposals to strengthen product competitiveness.

Job specifications

• University degree preferably specializing in business/accounting/Finance management field
• 2-3 years’ experience in Banking or related financial institution with at least 1 year being in sales support role.
• Relevant professional qualification in banking, finance or marketing
• Practical experience in use of MS Office applications

Desired work experience:

• Experience in products, bank operations and customer experience is highly desirable.
• Knowledge of the local banking industry, banking products, banking services and banking regulations.
• Sound working knowledge and understanding of general Commercial Banking regulations and practices

• Assist RM at origination stage with pitch books, industry leads, etc.
• Prospect for new-to-bank customers within assigned segments.
• Assist customers in analysing problems and proposing solutions.
• Participate in cross-functional activities supporting the Bank’s objectives.
• Ensure timely completion of account opening formalities.
• Track valuation and insurance expiry and engage CAU 90 days before expiry.
• Assist RM in resolving documentation issues with Legal, CAU and clients.
• Follow up on timely submission of facility documentation.
• Engage clients and product partners to ensure utilisation of limits.
• Ensure compliance with KYC and AML requirements.
• Ensure timely resolution of customer queries.
• Manage daily excesses, balances, large transactions and suspicious transaction reports.
• With RM support, make decisions on customer cheques/instructions.
• Liaise with Retail Managers on Corporate Banking transactions.
• Maintain an up-to-date client contact database and manage expectations.
• Anticipate customer needs and support strong customer service.
• Provide market intelligence and proposals to strengthen product competitiveness.

• MS Office applications
• Sales support
• Customer service
• Banking products and services
• Banking regulations
• Commercial Banking regulations and practices

• University degree preferably specializing in business/accounting/Finance management field
• Relevant professional qualification in banking, finance or marketing