Transaction Banking Service Specialist

About the role

The Transaction Banking Service Specialist acts as the primary service contact for corporate clients across assigned transaction banking portfolios, handling non-lending product, process and digital platform enquiries. The role supports customer retention and satisfaction through timely resolution and proactive follow-up, and helps clients move from OBDX to DXP (Corporate Online) as part of BSP's digital transformation across the South Pacific.

Key responsibilities

• Serve as the main service contact for assigned corporate clients, taking enquiries from first contact through to resolution within SLAs and the under-24-hour target.
• Support customers through the OBDX to DXP migration, providing training, guidance and ongoing platform support.
• Promote digital adoption and self-service to increase platform use and reduce manual requests.
• Maintain accurate interaction records, monitor digital adoption and escalate complex matters while keeping the customer relationship.
• Contribute to process improvements and ensure compliance with service standards, regulations and internal policies.
• Collaborate with account/sales managers, relationship managers and digital migration teams, and share knowledge and support team development.

Required profile

• Bachelor's degree in Business, Finance or a related field preferred.
• Minimum 2-4 years' experience in customer service, banking operations, corporate banking or a related field.
• Strong understanding of transaction banking products, payments and cash management; experience with digital platforms and customer migration is highly regarded.
• Sound understanding of regulatory, compliance and operational requirements.
• Adaptable, collaborative and able to work across South Pacific markets.

Required skills

• Digital tools, CRM systems, system navigation and basic troubleshooting.
• Excellent verbal and written communication and analytical, problem-solving skills.
• Time management and organisational skills to handle multiple customer priorities.