Client Services (Senior/ Team Leader)

 Responsibilities:

1. Monitor deposit balances, liquidity trends and account behaviors and triggers to flag at-risk balances and untapped potential. 
2. Rationalize balance movements to prioritize recapture and cross-selling targets.
3. Initiate proactive calls and outreach with tailored messaging, sharing relevant market insight and solutions to deepen relationships.
4. Work as a joint coverage partner alongside RM by sharing client updates ahead of visits, staying copied, and preparing concise call reports.
5. Conduct regular client reviews with major customers to obtain feedback on TB service and surface new needs.
6. Originate client visits and cross-sell opportunities; collaborate with TB Sales and RM on solutioning, proposals and closure.
7. Track the client service pipeline with the same discipline as Sales, ensuring clear credit attribution for activity that drives new balances.
8. Provide leadership to the Client Service team, ensuring responsibilities are completed accurately and in a timely manner.
9. Leverage AI-enabled and PowerApps tools and automation for revenue protection, service excellence and internal control.
10. Support core TB service and documentation as required (enquiries, registration, control/custody of documents)

Minimum Requirement:

1. Experience in Transaction Banking / Cash Management client service or relationship management, with strong leadership skills  
2. Knowledge in cash management or transactions banking products and client flows, with the commercial acumen to convert signals into cross-sell opportunities.
3. Strong analytical skills and able to interpret balance movements and liquidity data and translate them into actionable client outreach.
4. Proactive mindset with excellent interpersonal, communication and presentation skills; confidence in engaging with clients and coordinating with Sales / RM and internal stakeholders.
5. Strong stakeholder management and service-minded, able to work under pressure and manage a portfolio to a disciplined review and pipeline cadence.
6. Good command in Thai and English, Japanese language ability would be an advantage.
7. Comfortable with digital tools (e.g. AI-enabled or PowerApps tools, Excel etc.) to support monitoring, reporting and productivity.