Client Delivery Specialist

6 days ago

Islamabad, Islamabad, Pakistan beBeeClient Full time

Job Summary

As a specialist in client delivery, you will be working collaboratively with key stakeholders to resolve client channel issues and identify opportunities for service improvement.

Key Responsibilities

  1. Deliver Excellent Service: Ensure minimal errors by following agreed standards and processes.
  2. Drive Continuous Improvement: Identify areas for process optimization and implement changes to enhance operational efficiency and effectiveness.
  3. Provide Quality Support: Offer advice and guidance to Relationship Managers across all lending units on documentation matters.
  4. Excellent Client Service: Provide prompt and effective support to Corporate clients regarding channel activation, inquiries, setup, training, and related issues.
  5. Process Improvements: Suggest improvements, automation opportunities, and promote best practices to enhance the overall client experience.
  6. Customer Due Diligence (CDD): Manage onboarding processes and create CDD for new and existing clients, ensuring compliance and adherence to policies.
  7. GIC and Network Onboarding: Coordinate GIC and network onboarding processes and perform checks on CDD outputs.
  8. Stakeholder Management: Work effectively with stakeholders throughout the CDD process, ensuring compliance and adherence to policies.
  9. Account Opening Activities: Conduct account opening activities, collaborating with relevant teams for system setup.
  10. Channel Activation Requests: Support channel activation requests for Corporate and Institutional Banking clients, including internal setups and testing.
  11. Documentation and Compliance: Perform checks on documentation and activities within account opening and channel activation processes, ensuring compliance with internal controls, policies, regulations, and the regulatory framework.
  12. Risk Management: Follow Money Laundering Prevention Procedures, report suspicious activities, and manage risks proactively.
  13. Due Diligence and Data Confidentiality: Maintain due diligence on document safekeeping and data confidentiality, ensuring documentation accuracy and compliance.
  14. Self-Assessment and Improvement: Undertake periodic self-assessments of key controls to ensure their effectiveness.

About Our Organization

We are an international bank that values diversity and inclusion. We strive to make a positive difference for our clients and communities through our services and expertise.

Our Values

  • Integrity: Do the right thing, act with integrity, challenge each other, and prioritize clients.
  • Continuous Improvement: Strive for continuous improvement and innovation, keeping things simple and learning from experiences.
  • Inclusion and Diversity: Work inclusively, respect diversity, and collaborate for long-term success.

What We Offer

In line with our Fair Pay Charter, we provide a competitive salary and benefits supporting your wellbeing, including:

  • Retirement, Medical, and Life Insurance: Flexible benefits supporting your health and well-being.
  • Time-Off: Annual leave, parental/maternity leave (20 weeks), sabbatical (up to 12 months), and volunteering leave (3 days).
  • Flexible Working Arrangements: Balance work and personal life with flexible working arrangements.
  • Wellbeing Support: Access to platforms like Unmind, resilience courses, Employee Assistance Program, and mental health resources.
  • Opportunities for Learning and Development: Accessible through various formats, supporting your career growth.
  • Inclusive and Diverse Organization: An environment where everyone can thrive and contribute.

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