Proactively identify client needs and opportunities to offer suitable banking solutions, cross-selling and up-selling relevant products and services to enhance client relationships and achieve business objectives.
Collaborate with internal departments, including credit, operations, and product teams, to facilitate seamless service delivery and resolve complex client issues in a timely manner.
Maintain detailed and accurate client records in the CRM system, documenting all interactions, transactions, and follow-up actions to ensure comprehensive client history.
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Assist in monitoring project performance through reporting, dashboards, KPI tracking, risk/issue management, and contribute to process standardization and continuous improvement initiatives.
Support Risk & Compliance activities including Risk & Control Self-Assessments (RCSA), risk mitigation tracking, issue management, and maintenance of risk registers, action logs, and compliance trackers to ensure accuracy and completeness.
Assist in preparing risk dashboards, reports, and presentations, while coordinating meetings, performing basic data validation, and providing documentation and administrative support.
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