Senior Banking Operations Workflow Specialist

4 days ago

Gurgaon, Haryana, India beBeeBanking Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Job Title:

A seasoned banking professional with expertise in CRM workflow automation is required to lead the implementation of automated processes for banking operations.

The ideal candidate will have deep knowledge of CRM platforms, process optimization, and compliance-driven workflows.

We are seeking a highly skilled individual to join our team as a Subject Matter Expert (SME) to drive the design and implementation of innovative workflows for banking operations.

Key Responsibilities:
  • Design, configure, and deploy automated workflows within the CRM system for banking operations.
  • Collaborate with stakeholders to map existing processes and optimize them through workflow automation.
  • Ensure seamless integration of CRM workflows with core banking systems, contact center solutions, and digital banking platforms.
  • Define and implement role-based access controls, approval hierarchies, and case management processes.
  • Work on customer onboarding, account maintenance, KYC, loan processing, dispute resolution, and service request automation.
  • Ensure compliance with banking regulations, data security policies, and audit requirements.
  • Leverage AI-powered automation, predictive analytics, and rule-based triggers to enhance process efficiency.
  • Oversee testing, user acceptance, and training to ensure a smooth transition to automated workflows.
  • Continuously assess and refine workflows to improve efficiency, accuracy, and turnaround time.
Requirements:
  • 5+ years of experience in CRM workflow implementation within banking or financial services.
  • Hands-on expertise with CRM platforms (Salesforce, Microsoft Dynamics, Pega, or equivalent).
  • Strong knowledge of workflow automation, business process modeling (BPM), and case management.
  • Experience in multi-country, multi-currency banking operations.
  • Understanding of compliance frameworks, risk management, and regulatory reporting.
  • Hands-on experience with API integrations, RPA, and AI-driven process automation.
  • Strong stakeholder management and training experience for end-users.
Qualifications:
  • Certifications in CRM platforms (Salesforce, MS Dynamics, Pega, or equivalent).
  • Experience in AI-driven process automation and digital banking transformation.
  • Background in compliance-driven workflow optimization for banking operations.

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