Officer, GWBTB CM Cash Onboarding - Client Administration MY
- Ensure all forms, documents and agreements are complete, accurate, and in good order before submission to the respective team for system setup and registration.
- Log all client documentation activities in the respective tracker and update activity statuses in a timely manner.
- Monitor the day-to-day operations of client documentation services, including all GTB product agreements, to ensure smooth internal processing.
- Liaise and facilitate documentation negotiation processes between clients’, bank’s legal counsel, and the Product Team to ensure negotiated terms are approved and acceptable by the respective parties.
- Provide regular status updates and escalate issues to the Team Lead or Department Head if necessary.
- Suggest and implement improvements to streamline internal documentation processes, including digitalization of forms and internal workflow enhancements.
- Assist line manager in preparing monthly reports and analyzing team performance against KPIs.
- Provide on-the-job training and guidance to teammates to maintain knowledge continuity
- Perform ad hoc tasks assigned by the line manager.
- Manage multiple documentation tasks simultaneously, ensuring accuracy, compliance, and timely completion