JOB PURPOSE:
Complete GTB cash and channel setups as a checker in various bank systems such as FabOnline, iBanking, RCD and RCP etc.
Systematically allocate new deals and maintenance requests to the Onboarding Managers
Monitor closely the timely completion of the deals and maintenance tickets
Participate and provide structural improvement suggestions on team, process, channels to improve the ultimate client experience
Ensure high quality and efficient processing of new and maintenance requests in bank systems, at minimal errors (first-time-right setup).
Manage the work flow on a day-to-day basis without compromising on the risk and service.
Ensure timely and effective communication is maintained with internal & external customers taking utmost care in protecting the reputation of the bank.
Improve the turn-around time, reduce operational errors while process set-ups both new and maintenance.
ACCOUNTABILITIES:
Ensure that all requests received are attended promptly and efficiently and there is no breach of service agreements
Maintain necessary service logs / operation dashboard wherever applicable to ensure that turnaround time are meeting agreed service levels
Establish effective / efficient communications with internal / external communications throughout the setup process
Ensure all forms/contract, received from internal stakeholders, are validated, before any action in the bank systems is performed, within the agreed service levels
Review of exceptional reports assigned related to any channel or cash management solution/service.
Carry out all types of GTB cash and channels activity as per approved service level arrangements
Ensure timely and effective communication is maintained with internal customers taking utmost care in protecting the reputation of the bank
Ensure that contracts are in compliance with complete (legal) files
Setup and maintain paper and electronic filing systems for records, correspondence and other material
Attention to detail and comfort dealing with completing administrative work associated with client implementations
Complete all mandatory & personal development training as stipulated by management
Ensure 100% adherence to compliance rules and support all audit protocols as appropriate
Number of setup requests (new and maintenance) in channels and core banking
Accuracy of setup of clients in bank systems (first-time-right)
Ensure that turnaround time of setup requests are meeting agreed service levels
Complete all mandatory & personal development training as stipulated by management
Knowledge:
Solid understanding of documentation interdependencies between account structures, payments, collection and electronic banking solutions
Good knowledge of Microsoft applications
Fair understanding of administrative functions
Language proficient: fluent (business) English
Key Attributes:
A self-starter, motivated, with aptitude and willingness to undertake self-learning
Able to handle confidential information
High standards on accuracy and completeness
Tenacity and follow-through on agreed action items
Taking initiative
Must demonstrate a keen interest to learn the business and its processes, in order to best support management, the teams and clients
Experience:
At least 8-10 years’ experience in a similar role or competencies in their recent career
Skills:
Good communication skills
Good organizational and planning skills
High level of interpersonal skills
Problem solving skills
Team player
Ability to manage high workload within a pressurized environment
Strong work ethic – willingness to take a ‘hands on’ approach
Education:
Relevant Degree in business, finance, administrative, related field or equivalent