Process Associate

**Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and**expertise** in data, technology, and AI.**

**This role manages new**account set up for**loans and deposits** products**for**Bank Admin business area.**

**R**esponsibilities**

**Accountable for all in good order (IGO) transactions for new account set up while working within prescribed accuracy,**productivity** and service level agreements (SLAs). This includes Personal Advantage Account (US/CAD), Business Advantage Account, Tax Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF)**,** Personal Non-Registered Guaranteed Investment Certificate,**RRSP Loan and Leverage Loan.**

**Work directly**with**business unit**in response to issues and questions**rega**rding**Client’s** Bank's products and processes.**

**Follow AML guidelines and ensure enhanced due to diligence is applied for Politically Exposed Person, High Risk**Clients** and Bank regulations**

**Flexibility to work overtime during peak seasons and in high volume situations**

**Work on**Office Applications - Excel, Word,**Powerpoint**

**Qualifications** We**seek** in you**

**Minimum Qualification**

**Work experience in bank operations is preferred but not**required**

**College/University graduate preferably with a degree in Banking and Finance, Management,**Accounting** or any business-related course**

**Good written and verbal communication skills using the English Language.**

**Ability to clearly understand and act on presented problem**statement**; to comprehend, capture as well as**interpret basic customer information.**

**Minimum keyboarding skills of at least 30 words per minute. Exhibits good navigation skills.**

**Preferred qualifications/skills**

**Technical Skills**

**Ability to use the desktop computer system**

**Booting and shutting down computer, using mouse and keyboard (keyboarding)**

**Follows simple instructions on how to log in to the phone system**

**Basic telephony skills**

**Soft Skills**

**AWD - Automated Work Distributor.**

**PPlus** - Portfolio Plus.**

**Client Management Module**

**Retail Delivery Module**

**Investment Module**

**Term Deposits Module**

**Loans and Mortgages Module**

**Gateway**

**Contact Logger**

**Salesforce/ Agent Desktop**

**Banklink**

**Deposit e2e**

**Loans e2e**

**DSS - Distributor Support System**

**Repsource**

**Office Applications - Excel, Word,**Powerpoint**

**Finacle**

**Product Specific Knowledge**

**Comprehensive knowledge on the following deposit and Investment products**:
**Personal Advantage Account (US/CAD)**

**Business Advantage Account**

**Tax Free Savings Account (TFSA)**

**Registered Retirement Savings Plan (RRSP)**

**Registered Retirement Income Fund (RRIF)**

**Guaranteed Investment Certificate (GIC)**

**RSP Loan**

**Leverage Loan**

**Process Specific Knowledge**

**Personal** Advantage Account opening via Deposit end to end,**Pplus** and Finacle**

**Business Advantage Account opening via Deposit end to end and**Pplus**

**Investment Products (TFSA, RSP, RRIF, GIC) account opening using**PPlus**

**RSP Loan and Leverage Loan Account opening through**PPLus** and Loans E2E**

**Leverage loan funding and PPSA registration**

**Other straightforward processes that the BU will transition to Manila**

**New Plan Set-up**

**This also includes review of wire transfer sent to the bank for the purpose of contributing to the newly opened RSP account and other related transactions**

**Non-AWD**

**Missing Critical Information Report** -**Report that will capture changes that happened the previous business day for active CIFS with active accounts and a periodic report which will be created on the first business day of the month and capture any CIFS with missing information that may not have been on a previous daily report or CIFS that have yet to be updated since they came up on the daily report**.**

**Cannex**-**Independent Agents (IDA) submit new GIC business in Nominee Name to**Cannex** Financial Exchanges Limited**on a daily basis**.**

**Through an automated process, NN GIC**are** being**purchased** in PPLUS. Manila will confirm and highlight deposits made on RBC spreadsheets and report large amount purchase(s).**

**FATCA/**CRS** -**Report being uploaded in BSD Intake tool every month. Update FATCA/CRS status in**Pplus**.**

**PEP**-**Request receive in MBPS Loans & Deposits Inbox. Update PEP status of client in**Pplus**.**

**Loans**

**_Job_**_Process Associate_

**_ Primary Locat