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Delivery Manager Customer Onboarding

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Discussion

Plan / WBS creation and Coordination

  • Develop a comprehensive plan / WBS for assigned delivery bucket, outlining tasks, timelines, and milestones. This must be done in coordination with respective leads.
  • Coordinate with various teams and stakeholders to ensure alignment with project objectives.
  • Establish communication channels and protocols to facilitate collaboration.

Technical Oversight

  • Understand technical aspects of the core banking transformation domain and assist / facilitate stakeholders in achieving respective milestones.
  • Collaborate with Technical teams (Engineering, EA, Infrastructure & Operations, TCoE, DCoE) and align to understand the requirements & work closely for successful delivery of milestones.

Delivery Status Assessment

  • Implement and oversee processes to assess delivery milestone.
  • Ensure that deliverables meet, in line with the stakeholders’ expectations and program delivery standards.
  • Conduct regular reviews and audits to identify areas for improvement.

Customer Onboarding Transformation

  • Analyze and redesign end-to-end customer onboarding journeys across:
    • Retail Banking
    • SME Banking
    • Corporate Banking
    • Digital Banking Channels
  • Support the implementation of customer onboarding capabilities within the new core banking platform.
  • Define future-state onboarding, account opening, and customer maintenance processes.
  • Identify opportunities for digitization, automation, and straight-through processing (STP).
  • Support the implementation of a single customer view and Customer Information File (CIF) architecture.

Risk Management

  • Identify potential risks and issues related to respective delivery bucket.
  • Develop risk mitigation strategies and contingency plans.
  • Regularly assess and update risk assessments throughout the project.

Stakeholder Management

  • Understand organization hierarchy and team structure to
  • Engage and communicate effectively with stakeholders at all levels.
  • Manage expectations and provide regular updates on project progress.
  • Address concerns and issues raised by stakeholders in a timely manner.

Change Management

  • Track all incoming changes to respective delivery bucket. This may include change in milestone timelines, change in delivery scope etc. Refer to change management process for further details.
  • Challenge & Assess The Change – Question the change, as to why it is raised and if it is necessary assess the impact and provide visibility to Core Management team.

Temenos - Vendor Communication & Management

  • Coordinate with Temenos / Designated implementation partner at all levels.
  • Monitor vendor performance and adherence to contractual agreements.
  • Resolve any issues or disputes with vendors in a timely manner.
  • Facilitate communication, as needed, with other vendors, via IT VM.

Minimum qualifications:

  • Bachelors, Computer science or a qualitative subject.
  • PMP or a Project / Delivery Management Certification desirable.

Minimum experience:

  • An overall 7+ years of increasing experience in Banking, Project Management, Technology Management in a leading bank or financial institution.

Skills

See also

Project Management jobs by country — openings, pay and top skills →

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