Corporate Account Manager

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China United Overseas Bank Full time

About the Role

The Technology and Operations function is comprised of five teams of specialists with distinct capabilities: business partnership, technology, operations, risk governance and planning support and services. We work closely together to harness the power of technology to support our physical and digital banking services and operations.

Key Responsibilities

  • Check for account opening on Core Banking systems and ensure the designated approval is obtained upon receipt of source documents from up-stream departments
  • Manage customer demographic data on Core Banking Systems and downstream systems, upon receipt authenticated instructions from customers or banking units
  • Support the signature approval and perform signature verification on signature verification system
  • As a checker to support e-banking setup / maintenance on customer registration, token issuance, dispatch of token letter and user ID letters to customers as well as parameter setup in various systems and perform daily reconciliation
  • Prepare audit confirmation report for customers by consolidating relevant information from respective data base and relevant supporting units; arrange debit charges and reconciliation
  • Coordinate with MG services on arranging Company search, Business Registration search / certificate, Land search for Branches / Business units; and conduct the invoice reconciliation on regular basis
  • Conduct AML name screen and check customer database against alert info
  • Support ORO on bankruptcy check and upload on core banking systems
  • Prepare report and reconciliation on regular basis


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