The Commercial Banking Client On-boarding (CBCO) Implementations group is responsible for driving and coordinating all aspects of the setup for custom card and cash management services including working with key internal partners to ensure a best in class experience for clients.
Job Summary:
Job Responsibilities:
- Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements
- Exhibit ownership of on-boarding experience and client satisfaction
- Ownership of internal communication and status updates
- Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
- Demonstrate creative problem solving and solid judgment/decision making
- Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
- Diligent awareness of risks in our processes in a timely manner
- Ownership, escalation and resolution of risk issues when they occur in a timely manner
- Manage activities with internal clients and business partners
- Recording observations & escalate wherever necessary
- Identifying items which needs Remediation & Amendments.
- Identifying gaps/exceptions and recommending possible solutions.
- Reporting/MIS
Required Qualifications, Skills and Capabilities:
- 3-5 Years of relevant work experience
- Excellent communication skills both written and verbal
- Relentless and versatile learner with an aptitude for assimilating new industry, company, product, or technical knowledge
- Highly organized with ability to manage competing priorities
- Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
- College degree holder, preferably majoring in accounting, business, finance or equivalent work experience in financial institution or industries
- Prior experience of client facing roles in institutional banking or dealing with institutional customers is required
- Demonstrated problem solving ability through interaction with internal and business partners
- Excellent logical, analytical skills and attention to detail
- Aptitude to work with numbers and deadlines.
- Proficient skills in Microsoft Suites (Word, Excel, PowerPoint)
- Ability to grasp/learn new products/audits which are currently not in scope..