GTB Client Onboarding Consultant

KEY ACCOUNTABILITIES:

• Ensure that all requests received are attended promptly and efficiently and there is no breach of service agreements
• Maintain necessary service logs / operation dashboard wherever applicable to ensure that turnaround time are meeting agreed service levels
• Establish effective / efficient communications with internal / external communications throughout the setup process
• Ensure all forms/contracts received from internal stakeholders, are validated, before any action in the bank systems is performed, within the agreed service levels
• Ensure timely and effective communication is maintained with internal customers taking utmost care in protecting the reputation of the bank
• Setup and maintain paper and electronic filing systems for records, correspondence and other material
• Attention to detail and comfort dealing with completing administrative work associated with client onboarding
• Ensure 100% adherence to compliance rules and support all audit protocols as appropriate
• Ensure that turnaround time of setup requests are meeting agreed service levels

QUALIFICATIONS & EXPERIENCE:

Knowledge:

• Solid understanding of documentation interdependencies between account structures, payments, collection and electronic banking solutions
• Good knowledge of Microsoft applications
• Fair understanding of administrative functions
• Language proficient: fluent (business) English

Key Attributes:

• A self-starter, motivated, with aptitude and willingness to undertake self-learning
• Able to handle confidential information
• High standards on accuracy and completeness
• Tenacity and follow-through on agreed action items
• Taking initiative
• Must demonstrate a keen interest to learn the business and its processes, in order to best support management, the teams and clients

Experience:

• At least 5-8 years’ experience in a similar role or competencies in their recent career

Skills:

• Good communication skills
• Good organizational and planning skills
• High level of interpersonal skills
• Problem solving skills
• Team player
• Ability to manage high workload within a pressurized environment
• Strong work ethic – willingness to take a ‘hands on’ approach

Education:

• Relevant Degree in business, finance, administrative, related field or equivalent.