United Overseas Bank Ltd
Banking
AVP,ClientAssuranceOfficer
“AVP, Client Assurance Officer at United Overseas Bank Ltd. Skills: Client assurance, Compliance, Record keeping. Administer centralized case management cycle. Assign cases for assessment”
Industry & Context.
Root cause analysis
What They're Looking For.
Must Have
5+ years IB
What You'll Do.
Administer centralized case management cycle
Assign cases for assessment
Compile review outcomes for reports
Review documents against checklist
Review call logs for compliance
Maintain accurate records of review outcomes
Prepare reports on findings
Work with sales team to rectify discrepancies
Ensure closure of cases
Contribute to process improvement
Understand customer profiles
Confirm advisory details with customers
Confirm products with customers
Confirm risks with customers
Maintain accurate call records
Relay customer concerns promptly
Take on additional responsibilities
How You'll Work.
Team & Collaboration
Work closely with sales team
Communication Scope
Reporting; Customer communication
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