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In this role, you will manage customer interaction, documentation issuance, system setups, and ensure timely delivery of account opening requirements. Responsibilities include handling account maintenance processing, managing projects, risk management, resource planning, and talent development. The position involves leading a team, ensuring compliance with regulations, and maintaining high standards of customer satisfaction.
Job Responsibility:
Responsible for customer interaction, documentation issuance, review and system setups
demonstrates high level of diligence, motivation and organizational skills
focuses on timely and accurate delivery of all account opening functions
performs day to day management of the account opening and maintenance processing
responsible for various types of project management in the account services space and managing cross-functional relationships
supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy
supports the motivation of staff through constant interaction with the team
encourages cross functional training for staff to enrich their skill base
optimizes manpower to achieve higher productivity levels
ensures team delivers as per service level agreements
understands client requirements and implements them correctly
ensures a robust processing environment with effective controls
efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
Requirements:
6-10 years of experience in documentation review, account maintenance and related cash products
bachelor's degree in finance or economy
good interpersonal communication skills
consistently demonstrates clear and concise written and verbal communication skills
demonstrated project management skill including financial cost management skills
advanced execution skills in a multi-tasking mode
exposure to customer service and handling of system, testing and rollouts
ability to achieve business objectives without compromising on controls and risk parameters established
ability to interact confidently with senior management and/or regulators
ability to coach and develop people, identifying and retaining talent
proficient knowledge of English (written and spoken).
What we offer:
Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
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