Executive, Client Services Officer

Executive, Client Services Officer

AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

CSO plays a pivotal support role within the Corporate Banking Division, assisting Relationship Managers (RMs) in administrative and operational tasks to ensure smooth account management and regulatory compliance. Her responsibilities span across account monitoring, documentation coordination, stakeholder liaison, and reporting, all while safeguarding the Bank’s interests.

• Issuance of reminders, follow-up letters, and Letters of Support for project tenders.
• Preparation of Financial Performance Reports for internal audits.
• Compilation of monthly reports on loan origination, growth, and review extensions.
• Monitoring post-disbursement conditions and security documentation progress.
• Liaising with internal departments (e.g., LAD, BIS, Treasury) for documentation, disbursement, and compliance matters.
• Supporting RMs in their absence, including rate requests and customer communication.
• Coordinating Know Your Customer (KYC) reviews and Nostro account openings.
• Managing RMA relationships and responding to ad-hoc assignments as required.
• Proficient in Microsoft Office (Word, Excel, PowerPoint) and basic operating systems (Windows, AS400).
• Strong communication and customer service skills.
• Detail‑oriented with a high level of quality consciousness.
• Self‑starter with initiative and the ability to work independently.
• Experienced in system and security administration.

Seniority level : Entry level; Employment type : Full-time; Job function : Finance and Sales; Industry : Banking.

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