Operations Specialist, Customer Mandate - Maker

Description

Role : Operations Specialist Customer Mandate Maker
Location : Al Ain

Role Purpose:
Opening and Verification of Customers Relationship and Accounts Individual customers of different segments in accordance with agreed SLA TAT P&P Standards and operational policies in order to achieve overall division objectives enhance customers experience to Reviews the quality service by projecting ADIBs professional image and maintenance of operational controls and continuous improvement for operational and service efficiency

KEY METRICS FOR:

Adherence to Policies and Procedures Meeting TAT

Focus on No errors and complaints Meeting SLA

Adherence to control and governance Meeting Training Requirement

Quick and Timely response to Queries No Operational loss

Key Accountabilities of the role
Operational Support & Controls

Reviews completeness and correctness of opening of Relationships and Accounts by branches received through workflow

Ensures that all accounts opened by branches are received through workflow and follow-up for account opening documents if not received.

Reviews that all signature maintenance request received through workflow are in order and captures signature accordingly.

Reviews that report is downloaded for additional account opened via Online Channels and signatures are captured. If signatures are not captured then escalation should be sent to respective application owner.

Reviews that Signature title is changed as per request received from Account Services on any change done in Ethix on Customer name.

Reviews that request received meet the standards as per bank policy and procedures.

Reviews RIMs and Accounts opened by branches are in accordance with operational procedures

Reviews that Customer is screened by branches as per Regulatory and Compliance Requirements and all positive matches have approval in place

Attends necessary training and guidance to meet the Operational Process.

Reviews that all data entered in the system by branches matches with customers attached documents and if not corrections are done accordingly.

Check and submits request received in workflow if in order. Otherwise reject to branch.

Capture and submits customer signature if in order.

Ensures that all accounts opened by branches if in order have signature attached and if missing follow-up till resolution

Ensures that Account Opening Documents in original are sent to CCU for archival and maintain follow-up until received/available in FileNet and in order.

Ensures that required MIS is prepared and reported to supervisor

Escalate any issues faced by department for quick resolution

Maintain proper time standards good team spirit and service standards

Undertake any additional assignments / projects entrusted by theline management and complete them as per requirement

Report any issues faced by the supervisor

Maintain proper time standards good team spirit and service standards

Undertake any additional assignments / projects entrusted by line management and complete them as per requirement

Specialist Skills / Technical Knowledge Required for this role:

MS Office (Excel Word PowerPoint) Basic Banking knowledge.

Required Experience:

IC