Onboarding Specialist
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Description
Job Type: Full-Time
Experience: 2–4 years
About the Role
The Onboarding Specialist will manage New-To-Bank (NTB) customer onboarding within the first 30 days, ensuring customers are properly activated across digital channels, receive their cards, and have access to the appropriate support services.
Key Responsibilities
- Drive digital channel adoption and card activation for new customers.
- Provide responsive support for customer queries, issues, and transactional requests.
- Manage accounts not mapped to Relationship Managers or affected by RM exits.
- Prepare daily, weekly, monthly, and quarterly reports.
- Manage customer communication through Salesforce Marketing Cloud, including emails and SMS.
- Cross-sell banking and financial products to increase customer engagement and share of wallet.
- Ensure onboarding activities comply with relevant policies and procedures.
Requirements
- University Degree.
- 2–4 years of experience with banking products, compliance procedures, and financial services regulations.
- Previous branch banking experience is required.
- Good knowledge of consumer banking products and services.
- Strong customer service, communication, and relationship management skills.
- Ability to identify risks, follow procedures, manage tasks, and meet deadlines.
- Good telephone handling and active listening skills.
📩 How to Apply
Apply online through the application portal:
https://jobs.smartrecruiters.com/StandardBankGroup/744000149275574-onboarding-specialist
