Client Migration - Specialist

• We are hiring a Client Migration analyst to join our project team. You will work alongside other Client Migration leads
• Your main tasks will include performing client migration activities from one channel to another channel after careful evaluation of existing setup in line with the bank process.

This also include calling customer and coordination with internal teams. To succeed in this role, you should have a natural analytical way of thinking and be able to explain difficult concepts to non-technical users.

DUTIES & RESPONSIBILITIES

• Ability to call the customers and educate them for new online portals.
• Ability to understand migration approach and schedules.
• Ability to work collaboratively within a team environment to meet aggressive goals and pre-defined measurement criteria.
• Supporting Business Leads with schedule tracking.
• Act as a liaison between the Business Unit and the IT team on large and/or complex technical projects, often requiring coordination of multiple functional areas.
• Scan documents & Safely store Originals until completion of set-up.
• Send Application for Signature Verification to CCS/RM
• Original Application (Upon completion) forms to be dispatched to Record Management Team for archival.
• 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.
• 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.
• Mange multiple Client Migration Specialists on their BAU activities and report it on regular basis.
• 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.