Global Banking- Client and Onboarding Services- Associate
Global Banking- Client and Onboarding Services- Associate
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Job Description
The Global Banking Client and Onboarding (COS) services group is responsible for supporting treasury product Implementations team through review validation approval & storing of account opening as well as product related documents.
As an Associate in the Client and Onboarding Services team you will work closely with the Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to product implementation related activities.
Job Responsibilities:
- Manage people and resources effectively including people development attrition pipeline/skills monitoring and training programs for the team.
- Establish clear expectations by setting timelines and managing documentation requirements and cycle time expectations.
- Leverage strong experience in organizational change and business controls management; proficiency in Change Management/Controls is advantageous.
- Exhibit excellent listening skills and provide simple clear and customer-centric business writing.
- Demonstrate the ability to build maintain and navigate the organization using formal and informal networking skills.
- Apply proven problem-solving skills with strong project management experience; Project Management Professional (PMP)/PRINCE2 certification is preferred.
- Identify gaps and exceptions recommending possible solutions in processes and procedures.
- Take total ownership of stakeholder engagement with a strong focus on client satisfaction.
- Demonstrate creative problem-solving and solid judgment/decision-making skills and lead coordinating strategic business initiatives
Required qualifications capabilities and skills:
- Minimum 8 years of functional experience in end to end banking and financial services industry should also include experience in managing Client Service Operations Sales Portfolio Management or Implementation functions.
- Exceptional verbal and written communications skills.
- Strong interpersonal and relationship building skills.
- Knowledge of Microsoft Suite of products.
- Demonstrated ability to build maintain and navigate the organization using formal/informal networking skills.
- Behavioral skills Thought Leadership Problem solving and time management.
Preferred qualifications capabilities and skills
- Knowledge of financial services functions banking treasury products and awareness of regulatory and compliance environments.
- Knowledge of Tableau Qliksense dashboards and other reporting tools.
- Proficiency leveraging SharePoint for collaboration and workflow purposes.
- Industry certifications (CTP PMI)
- Cash Management and Treasury Services product experience and knowledge would be added advantage
Required Experience:
Exec
Employment Type
Full-Time
