Client Onboarding
2 weeks ago
Job Responsibilities:
- Build knowledge of loans and services in Commercial Lending and Business Banking.
- Support BAU operations and assist in resolving complex process queries and escalations.
- Partner with loan servicing analysts to address client issues and ensure timely follow-up.
- Function as a subject matter expert by conducting 2nd tier checks and audits.
- Manage and support operation projects, driving continuous improvement efforts.
- Serve as a liaison between client managers, bankers, loan operations, and the Loan Servicing team.
- Identify issues and risks to prevent fraudulent account behavior and manage controls.
- Prioritize daily workload to maximize productivity using time management skills.
- Project a confident and professional presence to clients and stakeholders.
- Work independently with supervision and escalate complex issues as necessary.
- Drive high levels of service and client experience within the team and perform additional duties as assigned by the Operations Manager.
- Strong client focus with urgency and service excellence.
- Excellent written and verbal communication skills.
- Ability to quickly learn and adapt to new knowledge.
- Highly organized with skills in managing competing priorities.
- Professional presence adaptable to evolving needs.
- Exemplary teamwork with a positive, supportive attitude.
- Ability to prioritize tasks under pressure for timely delivery.
- Capacity planning and coordination skills for stakeholder management.
- Proficient in people management, conflict resolution, and problem-solving.
- Competence in KPI metrics reporting for self and teams.
- Controls and innovation mindset with adaptability to shifts and business needs.
- College degree preferred, or equivalent work experience.
- Minimum of one to three years of experience in customer service, operations, sales, or portfolio management, preferably in banking or financial services.
- Proficient PC skills, including Word, Excel, and PowerPoint.
About the Team
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