Client Migration

• Communicate
  the benefits of migrating to channels.
• Contact clients to complete on-boarding forms and
  other documentation.
• Validate completeness of documentation submitted by
  clients.
• Setup clients on channels including user access and
  permissions.
• Send user credentials and tokens to clients.
• Train clients and support clients on how to use
  channels.
• Systematically
  complete GTB cash and channel setups in various bank systems.
• Ensure high
  quality and efficient processing of new and maintenance requests in bank
  systems, at minimal errors (first-time-right setup).
• Manage the
  workflow on a day-to-day basis without compromising on the risk and
  service.
• Ensure timely
  and effective communication is maintained with internal customers taking
  utmost care in protecting the reputation of the bank.
• Close liaison
  with staff from GTB Advisory, Client Services, Channel Support,
  Relationship Managers, IT Desk, Operations and other relevant stakeholders
  in the implementation process.
• Participate in
  review of client agreements, service standards and service quality to
  ensure that we meet and exceed the expectations of our clients.
• Assist clients
  in understanding and using GTB products and channels.
• Disciplined
  application of structured project management methodologies throughout the
  implementation life cycle, ensuring effective project control and delivery
  to plan.
• Co-ordinate
  Advisory, Product Management, Client Management and IT/Operations partners
  to ensure client satisfaction. Navigate in the bank on behalf of client,
  leveraging bank resources & escalation channels as required to ensure
  smooth delivery.
• Effectively
  manage client relationships and ultimately act as trusted implementation
  advisor. Enhanced client satisfaction should be reflected in positive
  client survey scores & documented during detailed post implementation
  reviews & case book write ups for future implementation usage &
  marketing purposes.
• Attention to
  detail and comfort dealing with completing administrative work associated
  with client implementations.
• Continuously
  initiate & drive process enhancements.
• Effective
  workload management/prioritization to increase capacity/productivity
  within the implementation team.
• Effective
  maintenance & communication of MIS and project metrics. Provide
  ongoing senior management updates on key projects as required.
• Ensure 100%
  adherence to compliance rules and support all audit protocols as
  appropriate.
• Organizing
  and Scanning Onboarding Documents.