Channel Setup, Onboarding, Client Trainingand Documentation Specialists- Responsibilities
Communicate the benefits of migrating to channels.
Contact clients to complete on-boarding forms and otherdocumentation.
Validate completeness of documentationsubmitted by clients.
Setup clients on channelsincluding user access and permissions.
Send usercredentials and tokens to clients.
Train clients andsupport clients on how to use channels.
Systematically complete GTB cash and channel setups in various banksystems.
Ensure high quality and efficient processingof new and maintenance requests in bank systems, at minimal errors(first-time-right setup).
Manage the work flow on aday-to-day basis without compromising on the risk andservice.
Ensure timely and effective communication ismaintained with internal customers taking utmost care in protectingthe reputation of the bank.
Focusprimarily on CIB clients and chosen Business Banking clients
Close liaison with staff from GTB Advisory, ClientServices, Channel Support, Relationship Managers, IT Desk,Operations and other relevant stakeholders in the implementationprocess
Participate in review of client agreements,service standards and service quality to ensure that we meet andexceed the expectations of our clients
Assist clientsin understanding and using GTB products and channels
Continuously reduce implementation cycle time, minimize dealslippage & associated revenue conversion lead time, allaiming to improve Time-to-Revenue.
Accurately report projectstatus, escalating effectively for on hold & slow moving deals
Disciplined applicationof structured project management methodologies throughout theimplementation life cycle, ensuring effective project control anddelivery to plan
Co-ordinate Advisory, ProductManagement, Client Management and IT / Operations partners to ensureclient satisfaction. Navigate in the bank on behalf of client,leveraging bank resources & escalation channels as requiredto ensure smooth delivery
Effectively manage clientrelationships and ultimately act as trusted implementation advisor.Enhanced client satisfaction should be reflected in positive clientsurvey scores & documented during detailed postimplementation reviews & case book write ups for futureimplementation usage & marketing purposes
Attention to detail and comfort dealing with completingadministrative work associated with client implementations
Continuously initiate & drive processenhancements
Effective workloadmanagement / prioritization to increase capacity / productivity withinthe implementation team
Effective maintenance& communication of MIS and project metrics. Provide ongoingsenior management updates on key projects as required
Participate in staff forums & survey processes
Ensure 100% adherence to compliance rules and support all auditprotocols as appropriate
Organizing and ScanningOnboarding Documents