Facilitate the client onboarding process, ensuring all necessary documentation and information are collected and verified in accordance with regulatory requirements.
Process account opening, closure, and maintenance requests accurately and efficiently.
Collaborate with internal teams, such as Compliance and Risk, to ensure adherence to regulatory and internal policy requirements.
Systems and Process Management:
Utilize banking systems and software to perform client service operations effectively.
Identify opportunities for process improvement and contribute to the development and implementation of streamlined operational procedures.
Work closely with IT and other relevant stakeholders to resolve system issues and enhance operational efficiency.
Client Inquiries and Issue Resolution:
Respond to client inquiries and requests promptly and professionally, providing accurate information and resolving issues to the client's satisfaction.
Collaborate with internal teams, such as Relationship Managers and Product Specialists, to address complex client inquiries and provide comprehensive solutions.
Requirements:
Bachelor's degree in finance, business, or a related field.
Prior experience in client service operations within the banking industry is preferred.
Strong knowledge of banking products, services, and operational processes.
Familiarity with regulatory requirements and compliance standards in the banking industry.