Unit Manager
2 weeks ago
Unit Manager –Banking (Level 5)
Position Overview
The Unit Manager will be responsible for supporting Client Onboarding and process the request per defined bank guidelines and mandates and be well versed with processing the requests and lead a team of onboarding analysts. Candidates must possess a strong sense of urgency with an ability to work in a team environment, maintaining excellent organizational, communication, and analytical skills.
Ensure the SLA's and KPI Targets as specified by the client are met consistently
Conduct huddle/ trainings for process changes / areas of improvement at defined intervals
Review and respond to client escalations, Team Queries, and support team as Subject Matter Expert
Coaching and developing team members to drive performance and behaviors, including providing the Services in accordance with the Performance Standards and the Service Levels.
Publish daily, weekly & Monthly reports
Engage with different departments within the organization (HR, Recruitment, Admin, Transport etc...) to ensure smooth functioning of the process.
Identify portfolio risks resulting from the client's underlying business practices
Reviewing and understanding the Client request
Effective management of case pipeline and escalate/ follow up in accordance with LOB procedure
Manage the service line transfer and current relationship scope across LOBs
Performs required research for a product set-up and service transfer to assess documentation and approval requirements. Manage activities through instruction via internal portals with external clients and internal stakeholders such as banker and connect via email, chat and phone calls as necessary
Ensure documentation conforms to the Bank's legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
Ownership to the assigned transfer cases and follow up / escalate per defined process
Ensure all applicable approvals are secured and the request is executed
Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution and Review & Authentication of Mandates into the respective platform
Required Qualifications, Skills And Capabilities
Manage direct reportees for minimum of 1 year
Graduates with minimum of 2-4 years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
Knowledge of retail banking and wealth management
Ability to review and analyze information from multiple sources and determine relevancy
Strong client focus and ability to partner with various internal groups and client coverage
Flexible to work in 24/5 process including night shifts with ability to work in a flexible and p roduction-oriented environment
Strong command of the English language, along with analytic, interpersonal, and verbal and strong written communication skills
Good interpersonal and analytical skills
Good understanding of key back-office operations metrics
Good knowledge of Excel (Core Statistics, Trend Analysis, Trending, Ratio Analysis, Formulas etc.)
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