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Job Location | Bangalore |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Banking / Financial Services |
Functional Area | General / Other Software |
EmploymentType | Full-time |
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The Firms broad platform positions the Commercial Bank to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients domestic and international financial needs.The Commercial Banking Document Management Operations (CB DMO) group is responsible supporting Implementations team through review, validation, approval & storing of account opening related documents.The CB DMO group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.ResponsibilitiesReviewing and understanding the Client requesto Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix.o Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning & Indexing the documents to the centralized repository.o Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature VerificationManage clear expectations and understanding by establishing clear timelines and managing documentation requirementsExhibit ownership of on-boarding experience and client satisfactionOwnership of internal communication and status updatesEnsure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolutionDemonstrate creative problem solving and solid judgment/decision makingExhibit adherence to policy and procedures and meet or exceed established Service Level AgreementsDiligent awareness of risks in our processes in a timely mannerOwnership, escalation and resolution of risk issues when they occur in a timely mannerManage activities through heavy phone work with clients and business partnersRecording your observations & escalate wherever necessaryIdentifying items which needs Remediation & Amendments.Identifying gaps/exceptions and recommending possible solutions.Reporting/MISProject Management.QualificationsGraduates with minimum of 5 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation typesAbility to review and analyze information from multiple sources and determine relevancyExceptional verbal and written communications skills. Communication is Paramount.Excellent comprehension and observation skillsKnowledge of TS & CB Products and Operations will be an added advantage.Logical & analytical skillsAptitude to work with numbers and deadlines.Proactive approachAbility to grasp/learn new products/audits which are currently not in scope.Good PC skills including Microsoft office products (Excel, Word, Power point)Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutionsDemonstrate creative problem solving and solid judgment/decision makingStrong client focus and ability to partner with various internal groups and client coverageIndependent, self-motivated with an ability to adapt and be flexible in a team environment,
Keyskills :
salescustomer relationsslaqualitycoachingcreative problem solvingclient focusservice levelproblem solvingaccount openingasset managementmicrosoft officeclient onboardingstatements of work sow