
PvB Client Transacting, Manager
- Kwun Tong, Hong Kong
- Permanent
- Full-time
- Transactions Processing (Loans Operations)
- Checking the loan drawdown, loan rollovers, prepayment and other loan admin duties
Ensure all exceptional including limit, pricing are approved according to Credit Policy and DOA
Support the interest statement for client informationTransactions Processing (Payment & Investigation)
- Authenticate, validate and priorities all customer requests for outgoing and incoming remittances payment including SWIFT, CHIPS, FED CHATS, in house funds transfer and cheques
Monitor the payment queue to ensure all transactions are processed before system cut-off
Ensure all payment transactions executed are compliance with Client Authenticated and Trust payment guidelinesTransactions Processing (Time Deposit)
- Verify time deposit set up, renewal & termination
Review time deposit exceptional, maintenance and maturity reports
Support the campaign initiate by businessRESPONSIBILITIES
- Manage end to end for all Banking Operations related processes connected with client servicing and transaction execution
- Working with the RM, CSM & GBS to deliver the client journey end state vision (best in class client experience) and embed this way of working within Private Banking
- Interpersonal skills, influencing and supervising others
- Strong communications skills (oral, written)
- Expert knowledge of products, transactions and services that will be initiated by PvB.
- Meticulous with the ability to multi-tasks
- Strong banking operations background, knowledge on both PvB and Retail
- Awareness of controls and procedures, and the ability to identify and resolve any control issues that may arise
- Knowledge on banking operations background
- Knowledge on In / Out Remittance and investigation
- Knowledge on eBranch DOA
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.