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Officer, iCIMB MSC- Singapore Operations (Account Services Maintenance (Retail)) MY

CIMB Group Malaysia · Malaysia

Operations ManagementImported listingfull-time1 day ago

About The Role

Account Opening

  • Check and verify Account Opening for Mail in application (Bundled with Housing/Reno loan, staff account, pure mail in/road show directly from customers)
  • Check and verify for Account Opening Via DSE/E Form (Customer’s submission online via DSE/E Form)
  • Check and verify account maintenance (Data enrichment) for customers who opened account at Branch/Online submission.
  • Download and extract report and assign task to maker.
  • To meet the SLA of the account opening followed the dateline of the creation that has been set up.

Account Maintenance

  • Check and verify account and data maintenance (name, id, new address, signature/signing condition, power of attorney, indemnity, dual currency investment, customer’s others particulars update, accredited investor and overseas investor, staff resignation, return mail and FCFD)

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