Client Migration
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- 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.