Officer, GWBTB CM Cash Onboarding - Client Administration MY

Syarikat : Cimb Group

Jenis Pekerjaan : Sepenuh Masa

Malaysia

Penerangan Pekerjaan - Officer, GWBTB CM Cash Onboarding - Client Administration MY

Description

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

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Officer, GWBTB CM Cash Onboarding - Client Administration MY

Penerangan Pekerjaan - Officer, GWBTB CM Cash Onboarding - Client Administration MY

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