Executive, Trade Sales Support

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Job Summary

Perform preliminary processing of trade documents and provide standard service delivery in line with the Bank's business plan in growing trade revenue, growth and utilization, with the objective of optimizing profitability and operational efficiency to increase the Bank's overall market share of the core business.

Job Requirements

• Engage and provide advisory on Trade products to all internal & external customers as to enhance business and referrals opportunities.
• Perform daily pre-processing/operation activities with high level of accuracy and speed according to standard set, while manage any backlogs or deals outstanding with quick resolution to issue arises.
• Manage and monitor customer's trade utilization and business relationship of Transaction Banking's customers and identify sales opportunities by recommending the suitable product/services that suits customer needs.
• Support business goal management by monitoring the team's operational functionalities, and where possible to propose necessary changes or introduce new measures to rectify gaps and shortcoming.
• Maintain excellent relationship and good support with customers through scheduled visits (jointly with the Sales team) and calls, to address customers' requirement/ propose solutions to Relationship Managers.
• Assist Trade Sales in conducting training on Trade Products and technical assistance of AFFINMAX (eTrade) & Financial Supply Chain (FSC) training for internal and external customer.
• Prepare and provide sales pipelines and monthly performance reports/updates on trade sales activities /initiatives.
• Adherent to the bank's policy and regulatory guidelines i.e., compliance to Foreign Exchange Administration Rules, AMLCFT which include transaction monitoring, reporting to suspicious transaction and staff training.
• Support BCP/DRP activities to ensure Trade Sales and Services will be able to offer uninterrupted services to customer in the event of disaster.
• Support trade sales activities on tele-marketing for redrawing of matured bills and marketing activities as to increase utilization and share of wallet from existing customer.
• Perform any other tasks as assigned by superior, including to support product development, system enhancement & process improvement etc. by participating in the projects, training, testing, roll out and reviews. To contribute to the review of current workflow and processes for improvement in deliveries as to optimizing output.
• Perform monthly overall balancing of physical bills. Monitoring of unpaid and unaccepted bills ensuring bills are handled in accordance with internal policies and URC ICC
• Check and reconcile reports with appropriate action taken. To ensure all tracers and reminders are responded timely accurately.
• Ensure complete and timely filing of transaction folders.
• Maintain good customer relationships and ensuring smooth after sales activities and operations.
• Handle telephone calls or acknowledge customers' e-mails for Sales team who are away from the office