
Account Opening Officer
2 days ago
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:
- Client Onboarding
- Digital Reconciliation of Account Opening Forms and Documentation
- Changes / Amendments in Account Information
- Account Closure
- Re-validation / Re-opening of Accounts
- Account Title Modification
- Deferrals
- Adhoc projects and activities
- System changes based on feedback, performing UATs etc.
- Periodic review and updating of Process Manuals as per revised policies, systems and procedures.
- Assist the Service Quality Manager in the development and implementation of the Service Quality strategy/ plan for onward submission to management.
- 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.
- 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.
- Ensure customer complaints are attended to in a prompt manner and satisfactorily resolved.
- Assist the Service Quality Manager in the development and implementation of service quality standards in line with applicable best practices.
- 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:
- 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.
- 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.
- 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 levelMid-Senior level
Employment typeFull-time
Job functionFinance
IndustriesBanking
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