CA CIB China


Support to coverage, pai(ref number:19395)

19 July China, SHANGHAI Perm

Is a member of the PAI team in China

• Supports Front Office PAI as needed to ensure timely and quality service to the clients of PAI

• Provides Back Office teams with all necessary input to ensure timely and quality service on processing of banking products.

 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.)
 To be aware of the main regulations and guidelines by local regulators which are related to her function
and take reasonable steps and actions to contribute to the fraud prevention
 Perform other tasks assigned by department head

3-5 years realted experience

bachelor or above