Role Description
- Client Implementation is responsible for highly complex client account openings and product set up requests (including new, changing or expanding requirements).
- Work includes Implementing top-tier solutions for corporate clients and financial institutions.
- Delivering seamless product(s)/service(s) setup and streamlined installation processes in compliance with internal and external policies and regulations.
- Monitoring and evaluating product performance and client feedback to generate new product ideas and identify product/service features that need to be changed to meet client needs.
- Liaising with other areas of the bank to implement these changes
Your key responsibilities
- Liaise and work with onshore implementation and service team on all documentation that covers new/sub-account opening, signatory updates including KYC, EBICS setup, account closure, account mandate updates, account amendments, as well as setup on Cash management Products.
- Manage implementation, maintenance related documentation requirements including signature verification, digitized document archival.
- Ensure timely and efficient delivery of required document package to onshore requestor with quality
- Work closely with implementation and product management on procedures/workflow concerning product documentation eg. CIS, CSA.
- Coordinate with internal parties to ensure all related setups are in place.
- Distribute documents to other DB branches/department if needed
- Escalate issues with respective L2 support teams
- Be able to provide Bank letters based on template and procedure defined
- Tasks being performed by the team to be documented and up-to-dated using Adonis
- Manage each cases using internal case management tool
Your skills and experience
- The person required for the above position should have the following profile:
- Proficiency in German speaking and writing (Preferably B2 and above); able to communicate in German with clients. Language skillsfluency in German (5-6 years of experience)
- 5-8 years of handling client facing role.
- 4-5 year of experience in handling Cash Management products is preferred.
- Experience in IT systems administration/Networking will be an advantage
- Strong communication and inter-personal skills in German.
