Job Description :
If you are driven by the need to exceed client expectations and enjoy the camaraderie of a diverse, proactive team, we want to meet you The right relationship is everything.
This role works directly with clients, Bankers, Sales, Service and KYC to open Commercial Bank accounts, provide clients with legal documentation and ensure certain firmwide and regulatory requirements are met.
What you will need to be successful-
- Passion for delivering a consistent, stellar client and partner experience
- Controls minded with exceptional attention to detail Motivation to set the appropriate expectations with every engagement
- Aptitude to operate in a fast-paced, dynamic environment
- Ability to clearly communicate, partner and influence - leading others to a common goal Ability to think creatively and strategize Excellent critical thinking skills and ability to identify and resolve issues
- Ability to develop subject expertise to support client and internal partners questions
- Appreciation for being a keeper of our brand’Ultimately you will own our Client’s Onboarding documentation experience This includes :
- Owning the research, creation, validation and negotiation oversight of client documentation for account opening
- Leverage critical thinking skills to customize, streamline, and solution account and documentation needs
- Managing client and internal expectations with a continued drive to exceed expectations
- Interacting with clients, answering client questions and working with clients to minimize documentation requirements
- Representing the team as the Documentation Specialist on your assigned implementations
- Collaborate with team and internal partners (Legal, Service, Sales, KYC) to deliver a seamless client onboarding experience
- Owning your role and feeling empowered to escalate when support is needed to remove obstacles to success
Requirement :
Preferred qualifications, skills and capabilities : Bachelor of Arts / Bachelor of Science degree Paralegal or Juris Doctor certificate Proven ability to independently identify issues, analyze problems and provide viable solutions Excellent verbal and written communication skills Time management and organizational skills Experience in financial services, if possible Corporate / Commercial Banking Excellent attention to detail Strong client focus and ability to partner with various internal groups and client coverage
Niche Support Personnel - Document Processor Advanced (>6 years)
What you will need to be successful- •Passion for delivering a consistent, stellar client and partner experience•Controls minded with exceptional attention to detail · Motivation to set the appropriate expectations with every engagement•Aptitude to operate in a fast-paced, dynamic environment•Abilit...
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