Account Opening Officer

2 days ago


Karachi, Sindh, Pakistan Habib Bank AG Zurich Full time

Position: Serving as a Team Leader of outsourcing of Account Opening & Maintenance Activities of Canada under TBS - International.

*Please note, the job is on-site, however, timings and public holidays will be according to Canadian timings.

Key Responsibilities:

  1. Client Onboarding
  2. Digital Reconciliation of Account Opening Forms and Documentation
  3. Changes / Amendments in Account Information
  4. Account Closure
  5. Re-validation / Re-opening of Accounts
  6. Account Title Modification
  7. Deferrals
  8. Adhoc projects and activities
  9. System changes based on feedback, performing UATs etc.
  10. Periodic review and updating of Process Manuals as per revised policies, systems and procedures.
  11. Assist the Service Quality Manager in the development and implementation of the Service Quality strategy/ plan for onward submission to management.
  12. Assist the Service Quality Manager in his efforts to keep customer attrition to a minimum and improve the services by ensuring high standards of service quality, thereby resulting in growth in business.
  13. Provide inputs to the Service Quality Manager in the creation of Key Performance Indicators (KPIs) for monitoring service quality efforts / initiatives and monitor their achievements on a periodic basis.
  14. Ensure customer complaints are attended to in a prompt manner and satisfactorily resolved.
  15. Assist the Service Quality Manager in the development and implementation of service quality standards in line with applicable best practices.
  16. Ensure the effective and efficient usage of the customer complaint management process/ system and customer feedback mechanisms by the concerned staff.

Assist the Service Quality Manager in evaluating and improve service quality levels on continual basis by:

  1. Conducting mystery shopping surveys and other checks on unannounced basis to monitor branch / unit performance against the established service quality standards and reporting the results.
  2. Channeling customer feedback to the business and distribution units through the Service Quality Manager on timely basis and thereby assist in the continuing improvement of relevant products, procedures and services.
  3. Assist the Service Quality Manager in ensuring that the latest trends/ tools/ methodologies in service quality are continually analyzed and reflected in the service quality efforts, to the extent applicable.

Job Specifications (Minimum Requirements):

Academic Qualification(s): Bachelor's Degree

Relevant Experience: Client Onboarding and related activities

Technical Experience: Level Required (Advanced)

Client Onboarding

KYC

Account Review and Information Updating

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Banking

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