Jobs Companies OCBC Bank Processor cum Authoriser – Unit Trust Processing

About this Processor cum Authoriser – Unit Trust Processing role at OCBC Bank

OCBC Bank · Onsite · OCBC Malaysia, Menara GE2

WHO WE ARE:

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

Role Purpose: 

  • The primary role of a Processor is to attend to Unit Trust transactions for customer and ensure timely and accurate processing
  • Involvement and support in project/ enhancement testing and verification                    
  • Incumbent must ensure strict adherence to Bank policies, procedures and operational controls. He/ She must contribute as a team member to meet agreed processing turnaround time and customer service excellence

Job Responsibilities:

  • Attend to and ensure that customers’ instructions are promptly and accurately processed
  • Ensure that proper instructions are obtained prior to processing
  • Work closely with business partners to ensure that customer requirements are met
  • Ensure timely and proper accounts reconciliation
  • Perform proper documentation and archival for customer instructions, completed transactions and reports
  • Ensure strict compliance and adherence to Bank policies, guidelines and established procedures and policies
  • Ensure prompt attendance to customer feedback for timely resolution
  • Work closely with project team to perform user acceptance testing (UAT) and verification accurately and timely

Job Requirements:

  • Skills – Soft:
  • Able to multi-task independently as well as in a team  
  • Possess good analytical and problem-solving skills
  • Good written and verbal communication skills
  • Initiative, resourcefulness, highly organised

  • Knowledge – Technical:
  • Computer literacy
  • Good working knowledge in Microsoft Application – Excel and Word are essential

  • Knowledge – Specialist:
  • With Unit Trust Product knowledge is preferrable

Education (minimum): Degree (fresh graduates are encouraged to apply)

Personal Qualities Required:

  • Good interpersonal and customer service skills
  • Good operational knowledge
  • Pleasant personality
  • Able to work independently as well as a team

What we offer:


Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

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About OCBC Bank

As the longest established Singapore bank, formed in 1932 from the merger of three local banks, we have grown from strength to strength to become a regional financial services group. With a deep history in Asia, we offer the most comprehensive coverage across ASEAN and Greater China, complemented with a presence in the leading economies of New York, London and Sydney. We are the second largest financial services group in Southeast Asia by assets with one of the world’s highest credit rating (Aa1 by Moody’s and AA- by both Fitch and S&P). We offer private banking services through our wholly-owned subsidiary, Bank of Singapore, which operates on a unique open-architecture product platform to s

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