Relationship Service Manager

Job Description

JOB SUMMARY

• Provide accurate and timely support to Relationship Managers
• Handling Relationship Managers calls (inbound/outbound/myRM) where necessary
• Produce high quality phone and written correspondence to clients
• Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures and overall control culture in the teams
• Call backs to clients to verify high risk payments, change of addresses, enquiries, and various administrative matters
• To resolve client complaints/feedbacks/issues and manage clients service expectations
• Deal with Account Opening documentation and queries as required
• Spotting cross-sell opportunities and referring to Relationship Managers where appropriate
• Face to face meet up with clients if applicable

RESPONSIBILITIES

1. Sales Support
2. Co-ordinate on promotion campaign – product bundling fulfillment, MGM, SGM and etc
3. Collating RSVP for client events and reminder call to clients before the event (if applicable)

2. Portfolio Management (applicable to RSM @ Hub only)

• Handle clients arm code tagging or re-tagging
• Handle conversion of account eg sole account to join account, compiling of household relationship (if applicable)
• Ensure accurate & timely setup/extraction of accounts / Wealth document to support RMs in any investigation
• Monitor pending CDD/Service Request related documents and assist the RMs to follow-up and rectify the CDD deficiency or remediation
• Support in ensuring RMs attend to their Morning Excesses & WM Limit Excess Review Report

3. Client Management

• Ensure prompt and proper follow-up to clients via emails/myRM/phone calls/letters including updating clients on change in RMs
• Cover buddy RSM when they are away including virtual support to other hubs (if applicable)
• Servicing walk-ins clients when required including provide service support for account opening when a walk-in client wants to open a CASA account and refer to RMs on wealth related products
• Providing regular updates to clients on banking promotion and events
• Obtain Member-Get-Member from existing clients under assigned portfolio

4. Compliance / Operational Risk

• To comply with all money laundering prevention procedures and, report any suspicious activity to the Line Manager & Transaction Monitoring Unit (raise STR if necessary)
• Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes
• Review and comment on the Daily Aggregate Large Item Report, in absence of RM
• Forwarding and keeping track of all documentations which require senior managers’ approval
• Ensure proper follow up on the outstanding risk & rework from CAU, IO, document

5. Administrative

• To provide relief coverage for Service Ambassadors for PB Centres
• Ensure cleanliness and general upkeep of PB Centres/Hub office
• Leave and claims management
• Arranging for courier service for PB clients
• Raising SRM & ePro
• Tracking of CDP hours

6. Branch Operational and Service desk duties (applicable to RSM @ Branch only)

• Transaction (Financial) Approval
• SR & Document (Paper) Checking & Approval
• Greeter Duty (Branch/ Hub)
• RSM relief cover - Hub (for ad-hoc request) – RSM duties but without RM to be tagged

Compliance / Operational Risk

• Dual Control to be observed at all times
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Line Manager & Transaction Monitoring Unit.
• Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Client Network
• Branch Manager
• Branch Staff
• Branch Central Team

Our Ideal Candidate

• Education Post graduate, degree
• Languages Good verbal and written communication skills

Role Specific Technical Competencies

• Cash Handling
• Customer service
• Written and verbal communication
• Attention to details
• Microsoft office skills- Outlook, Excel, Word

About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

• 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

What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• 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.

Profile Description
Standard Chartered Bank