Banking Channels

HSBC; Chihuahua; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A financial services institution in Chihuahua seeks a Digital Advisor to lead and optimize the end-to-end onboarding process within digital channels. This role requires collaboration across business and technology teams to ensure compliance and enhance client experience. The ideal candidate should possess strong knowledge of digital transformation and process improvement methodologies, along with excellent communication and organizational skills.

Formación

• Strong knowledge of digital transformation and process improvement methodologies.
• Excellent communication and stakeholder management skills.
• Ability to work in a cross-functional environment and drive change effectively.
• Strong organizational and documentation skills.

Responsabilidades

• Lead the onboarding process for the digital channel, ensuring minimal turnaround times and operational efficiency.
• Design and implement process improvements to further digitalize onboarding workflows.
• Identify and engage key stakeholders to ensure smooth implementation and alignment across functions.
• Provide updates to IT and ensure all onboarding processes are properly documented and standardized.
• Deliver training sessions and knowledge transfer to all areas involved in the onboarding journey.
• Continuously monitor and assess onboarding practices, proposing enhancements to improve scalability and client satisfaction.

Conocimientos

Digital transformation knowledge

Stakeholder management

Communication skills

Organizational skills

Descripción del empleo

Overview

The key accountability of this role is to driving and optimizingthe end to end onboaridng process within digital channel. These channels may be for retail, business or commercial customers. The role of digital advisor requires a strong collaoration across business and technology teams to ensure aficiiency compliance, and seamless client experience.

Responsibilities

• Lead the onboarding process for the digital channel, ensuring minimal turnaround times and operational efficiency.
• Design and implement process improvements to further digitalize onboarding workflows.
• Identify and engage key stakeholders to ensure smooth implementation and alignment across functions.
• Provide updates to IT and ensure all onboarding processes are properly documented and standardized.
• Deliver training sessions and knowledge transfer to all areas involved in the onboarding journey.
• Continuously monitor and assess onboarding practices, proposing enhancements to improve scalability and client satisfaction.

Qualifications

• Strong knowledge of digital transformation and process improvement methodologies.
• Excellent communication and stakeholder management skills.
• Ability to work in a cross-functional environment and drive change effectively.
• Strong organizational and documentation skills