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Client Onboarding Team Leader
4 weeks ago
Job Description
To supervise a team across Client On-Boarding processes by ensuring documentation quality and KYC (Know-Your-Customer) requirements are adhered to
To retain oversight of team deliverables and lead the team members delivering client support and onboarding services effectively and efficiently
To manage the delivery of in client onboarding process within the agreed service level agreements and supports New to Bank and Existing to Bank clients
- Manage and lead KYC operations and executing processes in accordance with group compliance policies and overseeing the KYC control environment
- Proactively engage clients for KYC purposes before due date
- Maintain client contact details and relevant communications on the bank’s CRM tools
- Develop and operationalise the interface between Onboarding Operations and Coverage, Product, Client Service, and other interested stakeholders
- Work with client-facing representatives to operationalise the gathering of onboarding and regulatory documentation from clients
- Operationalise an outbound service telephone channel for Corporate Banking and ensure alignment of capabilities between this channel and other channels
- Perform program management of existing Business-As-Usual (BAU)/ refresh process with scope to migrate further functions globally
- Provide people management and development responsibilities and ensure team service level standards are met
- Liaise with Compliance department and senior management within business units supported
- Oversee new client onboarding and implement process enhancements to improve client onboarding experience
- Provide Management Information System (MIS) reporting to senior management and ensure delivery of targets within timelines dictated by BAU and Refresh Program
- Monitor account refresh activity daily to ensure regulatory/document requirements are met
- Perform quality reviews on new client and refresh cases, ensuring a high level of quality before cases are finalised
- Maintain ‘Book of Work’ for new system releases and enhancements to existing infrastructure
- Supervise the activity of others and create accountability with those who fail to maintain these standards
- Ensure that the team responds to client or internal stakeholder requests or queries for documentation or KYC information timeously
- Provide support to ensure that the client request/query is understood and that the correct documentation or details are selected, including confirming correct resolution details for different legal entities
- Ensure that client information is verified and documentation pre-populated before forwarding to the client, and ensure quality checks in place to vet documentation for correctness and secure the relevant approvals
- Look for opportunities to refine processes and improve workflows across the team, including the investigation of disputes or discrepancies
- Encourage effective team performance by establishing clear links between performance measures and function objectives
- Provide timely and constructive performance feedback against performance goals.
- Deliver accurate and timely reporting as required and ensure team adherence to relevant policies and processes
Job Details
Application Closing Date
20/03/24
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