
Client Service Analyst
- Metro Manila
- Permanent
- Full-time
- Collaborate with a Client Service Associate or Senior Associate to address client issues, ensuring timely follow-up and accountability for client satisfaction through effective problem ownership.
- Resolve issues by identifying underlying problems and patterns.
- Develop expertise in commercial treasury management products and services.
- Act as a liaison between the Relationship team, Operations, Treasury Management Sales, and Implementations to deliver exceptional service to clients, the department, and the firm.
- Identify and mitigate risks to prevent fraudulent account behavior and potential fraud exposure.
- Prioritize daily tasks to maximize productivity using strong time management and organizational skills.
- Adhere to all established policies, procedures, and practices.
- Maintain a confident and professional presence with clients, other bank departments, and the community.
- Contribute to projects aimed at improving client service delivery through innovation.
- Work independently with supervision, escalating complex issues as necessary to resolve customer requests promptly.
- At least 3 years of experience in any combination of the following areas: operations, portfolio management, accounting, technology, analytics, training, or process improvement, with exposure to client interactions. We value diverse professional backgrounds. Fresh graduates with exemplary educational records are welcome.
- Communications Skills: Excellent communication skills both written and verbal.
- Problem-Solving and Customer Focus: Strong analytical skills to effectively address client issues and commit to exceptional service and client satisfaction
- Attention to Detail: Ensure accuracy and compliance with policies.
- Team Collaboration and Adaptability: Work effectively with cross-functional teams and thrive in a fast-paced, dynamic environment.
- Risk Management: Identify and mitigate potential risks.
- Technical Aptitude and PC Proficiency: Ability to quickly learn and adapt to new technologies. Proficient in PC skills, including Word, Excel, and PowerPoint, for effective communication and presentation. We encourage candidates eager to enhance their digital literacy and adapt new tools.
- Time Management: Prioritize tasks and meet deadlines efficiently.
- Professionalism: Maintain integrity in all interactions.
- Continuous Improvement: Proactively seek process improvements and innovation.
- Project Management: effectively plan, execute, and oversee projects. Experience in participating in process initiatives and improvements leading to successful completion and achieve desired outcomes.
- Coding Knowledge: Familiarity with computer languages like Python or JavaScript. We