Overview

Bank of Singapore opens doors to new opportunities.

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

The Client Account Services (“CAS”) team is part of the Client Onboarding & Lifecycle Management department (“COLM”) and provides comprehensive account support, including account documentation review, data maintenance, and account control and monitoring. We assist Relationship Managers across Bank of Singapore locations throughout the entire account lifecycle—from onboarding and periodic reviews to maintenance and closure.

As a candidate, you will be responsible for verifying all client account-related requests, ensuring submissions are complete and accurate, and reviewing credit card applications prior to processing by the relevant OCBC teams.

The CAS (Segment C) team is part of the Client Onboarding & Lifecycle Management department (“COLM”) and provides comprehensive account support, including account documentation review, data maintenance, and account control and monitoring.

This team acts as the primary liaison and bridge between OCBC and BOS. As a candidate, you will be responsible for verifying all client account-related requests, ensuring submissions are complete and accurate, and reviewing credit card applications prior to processing by the relevant OCBC teams.

Responsibilities

Pre-processing check

  • Ensure all relevant approval is obtained and instruction provided by Business adheres to procedure
  • Escalate any deviation to procedure
  • Liaison and coordination with various parties, including Front Office and various support departments
  • Coverage for account related requests includes account opening, closure, migration of relationship and lifecycle maintenance of account.

Control

  • Act as a control unit and be able to identify risk issues while interacting with Front office
  • Ensure that exception processing is completed exactly according to the conditions set in the approval
  • Perform an end-of-day review to ensure tasks are completed by signing off on the end of day checklist
  • Ensure up to date procedure manuals and documentation
     

Query Management

  • Respond to queries and resolve issues promptly, ensuring cases are either fully resolved or appropriately escalated within established timelines.
  • Liaise and coordinate effectively with multiple stakeholders, including Front Office and various support departments.
  • Ensure queries are resolved within expected timeframe or escalated to the correct parties

Change Management

  • Identify control gaps and work with team to review process efficiency and deliver improvements
  • Participate in projects as and when required

  • 2 to 4 years of experience in Banking, specifically in Account Opening/Maintenance or Client Service roles
  • Tertiary education
  • Proficient in Microsoft Office
  • Proficiency in Microsoft Access, Power BI, Silverlake Integrated Banking System is a plus
  • Fluent in English (both written and verbal); knowledge of additional languages is a plus
  • Excellent communication skills, comfortable interacting with different stakeholders
  • Client-focused mindset with strong attention to detail
  • Strong team player with the ability to work independently and take initiative to drive tasks to completion
  • Ability to collaborate effectively with both Front Office and Support teams
  • Capable of working and delivering results under time pressure
  • Proactive in identifying process gaps and suggesting or implementing solutions to enhance productivity
  • Experience in performing ad-hoc system testing

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About Bank of Singapore Limited

OCBC is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 570 branches and representative offices in 19 countries and regions. These include about 300 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 90 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.

OCBC’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.