Responsible for managing and ensuring the service delivery within the job responsibilities and deliverables of the Cash Implementation Unit.
Client Implementation
- Assist the superior in managing the implementation of Cash Management products namely eBanker Pro and cash management products or solutions, ensuring after-sales services are met for customers within the approved Service Level Agreement.
- Assist the superior in developing a comprehensive understanding of the customer’s business requirements through extensive interaction, recommend suitable cash management solutions and ensure smooth implementation.
- Assist the superior in driving, coordinating & handling regional project assignments.
- Support Client Management initiatives by ensuring business requirements are delivered within internal policies, controls and country regulations.
- Responsible for end-to-end implementation and onboarding of customers into Channels, including file formatting & data mapping, system testing and providing training to clients.
- Develop a comprehensive understanding of customer’s business requirements, recommend BIMB solutions and ensure smooth implementation.
- Ensure seamless service delivery by interfacing promptly with GIB customers, Relationship Managers, Client Coverage and other stakeholders.
- Execute documentation requirements for Channel onboarding and ensure setup is completed within stipulated time.
- Manage documentation across the unit—monitor, assign and track business leads.
- Screen potential business leads and disseminate to team members for sales efforts, integrating these into established sales tracking processes.
- Ensure eBanker Pro is successfully tested and implemented at customer sites in accordance with value proposition.
- Expedite implementation of customers for fast revenue realization to meet department targets.
- Prepare process governance TAT/SLA reports and service delivery measures/reports.
Client Support
- Ensure after-sales services are met for customers within the approved Service Level Agreement.
- Perform service reviews with Relationship Managers and customers to review satisfaction and utilization levels.
- Participate as a contact point for operational matters related to client onboarding.
- Identify, motivate and create an environment encouraging improvement and innovation, aligning customer service strategy with Group objectives and ensuring compliance with standards, policies and procedures.
- Assess laws and regulations governing the financial services industry, analyze their implications, and employ sound judgment in ambiguous areas.
- Educate oneself on Group’s product offerings, present benefits comprehensively, advise customers on products/services aligned to their needs, identify and explain associated risks, and seek customer feedback.
- Respond to customers promptly and accurately, log expected resolution time, and ensure issues are resolved within stipulated time frames.
- Analyze requirements of escalated cases, identify correct back-office functions for resolution.
- Follow up with back-office functions to confirm status of escalated cases and ensure complete resolution.
- Contact customers to update on status and close resolved cases.
- Accurately reply to customer emails and facsimiles following standard procedure, ensuring agreed service levels are met.
- Exercise and manage departmental tracking processes, including customer tracking for reporting and satisfaction reviews.
- Communicate effectively to gain customer attention and trust, strategize solutions, and establish win-win situations to overcome disputes.
- Strategize, implement and evaluate social media to enlarge the Group’s customer base and strengthen relationships; apply quantitative/qualitative approaches to assess metrics and mitigate risks.
- Practice LEAN and implement & evaluate current operating model and process design for continuous improvement.
- Exercise OE/CE and implement a structured service process flow.
- Comply with internal risk policies, adopt best practices and innovate to mitigate potential losses; serve as Primary Risk Coordinator.
- Analyze customer service issues to determine root causes for effective solutions, either independently or as a team, guided by Group policies.
Customer Service
- Monitor customer queries and complaints for satisfactory closure within standard turnaround time.
- Assist Relationship Manager with new corporate customer registration and onboarding.
People Management (Applicable for Team Lead)
- Assist Head Cash Implementation to foster a strong team spirit and motivate the Cash Implementation team.
- Coaching subordinates to sharpen product and operational skills.
- Develop a good team spirit and motivation.
- Collaborate closely with units within the division for effective product and service delivery.
- Assist Head Cash Implementation in identifying staff training requirements and suitable training programmes.
Other Roles
Ensure adherence and compliance to all internal policies/guidelines and external regulatory requirements. Perform any other duties or assignments as directed by the superior in accordance with business requirements.