IT Services Client Executive - Banking Job at NTT DATA (Philadelphia)

Client Support Executive

Are you a customer-focused individual with a passion for providing exceptional s...

Location

United Kingdom , Exeter

Salary:

28000.00 - 33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experience in delivering excellent customer care
Education A Levels or equivalent
Ability to provide a high level of client service
Strong numeracy, literacy, and computer skills
Knowledge of savings, banking, or financial services is desirable but not essential
Previous experience in a client-facing role is desirable but not essential
Ability to work effectively within a team environment
Excellent verbal and written communication skills
Strong organisational and time management skills
Ability to maintain confidentiality and exercise discretion

Job Responsibility

Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions
Process internal transfers and ensure all payment process requirements are met
Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions
Handle client payment requests, ensuring adherence to company procedures
Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications
Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries
Manage amendments to static data, including address changes
Process other requests such as audit letters and tax certificates
Maintain client records, ensuring efficient archiving and filing
Handle clients' complaints and errors promptly, following the established process

What we offer

Competitive salary
Pension and holiday allowance
Private health cover
Discretionary bonuses
Progression opportunities

Fulltime

Branch Banking Client Consultant II

The Branch Banking Client Consultant II provides best in class experience by res...

Location

United States of America , West Babylon

Salary:

19.13 - 28.69 USD / Hour

Flagstar Bank

Expiration Date

Until further notice

Requirements

High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
4 – 5 years customer service and sales experience, (including in the financial services industry, required
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, preferred
Ability to train and mentor others, including products and platform procedures
Experience in financial services industry, preferred
Experience with using and demonstrating digital products and self-service technologies, preferred

Job Responsibility

Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition
Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative
Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner
Delivers client engagement and Education
Meet behavioral activity goals as defined by Retail Leadership including, but not limited to, NextGen and marketing campaign lead calling, weekly appointments set, weekly appointments completed and needs met
Execute all sales, service, and banking transactions accurately and compliantly
Strives for no controllable losses
Performs more moderately complex special projects, and additional duties and responsibilities as required
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings
Accountable to maintain compliance with applicable federal, state and local laws and regulations

What we offer

medical
dental
vision
life
disability insurance
comprehensive leave program

Fulltime

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Sanctions Director - Head of Banking Client Risk Management & Advisory

The Head of Client Risk Management & Advisory in Banking Sanctions is a senior I...

Location

United States , Washington, DC

Salary:

170000.00 - 300000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10 years+ experience in the Financial Services Industry and/or government
Graduate degree, BS or concentration in Business Administration, Legal and/or Finance
Sanctions SME with proven track record in managing sanctions programs in complex organizations
Leadership skills including ability to work effectively and drive results with a virtual global team
Experience managing diverse teams, and comfort navigating complex, matrixed organizations
Knowledge of the U.S. and/or European Union/UK regulatory environment
Highly motivated, strong attention to detail, team oriented, organized
Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques, structure potential solutions, and drive to resolution with senior stakeholders
Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses

Job Responsibility

Building awareness of client sanctions risks through a strong working relationship with key regional and global stakeholders, including management of multiple Line of Business, Functions, and Internal Audit
Interacting effectively with regulators, in coordinating with the Citi’s regulatory team
Understanding industry trends, emerging issues, and regulatory expectations, developing practical solutions to complex problems
Providing monitoring and oversight of Banking controls and execution around clients, ensuring identification, escalation, and remediation of control gaps in a timely way
Monitoring Banking’s compliance with requirements set forth by the US Department of the Treasury's Office of Foreign Assets Control (OFAC) and United Kingdom’s Office of Financial Sanctions Implementation (OFSI) or other EU country equivalents, issuing Monitoring Reports where appropriate
Monitoring ICRM Banking Sanctions adherence to relevant policies and procedures related to execution of processes designed to implement the global sanctions program
Partnering with stakeholders in implementing Sanctions-related regulatory change
Managing a dedicated team for the sanctions’ compliance review of clients and client activity as well as escalations of risks identified in KYC onboarding and renewal questionnaires
Managing the monitoring and specialized review of sanctions risks associated with specific clients, sectors, or geographies to advise the business on appropriate sanctions risk management measures
Managing a process for the review of sanctions-related enhanced due diligence as part of client onboarding, renewal, or episodic reviews

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Client Delivery Manager

The Client Delivery Manager is part of the Corporate Banking team responsible fo...

Location

Israel , Tel Aviv

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-3 years of Corporate Banking / front office client experience is mandatory
Demonstrate strong knowledge of the Israeli Banking industry, products, including an understanding of different industry types of clients
Proven experience in client portfolio management across various teams, managing smooth execution and implementing data management best practices
Excellent communication and collaboration skills, with the ability to interact effectively with internal and external clients and stakeholders
Written and verbal English and Hebrew communication as native
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Service all clients’ needs, with a special know how of Citi’s value proposition and local capabilities
Support senior Relationship Managers with client acquisition and build strong client relationship
Work with various functions in the Bank to offer clients solutions to help capture new business opportunities and manage smooth implementation processes in a timely manner
Identify client gaps and ensure Citi is best positioned to provide workable solutions for clients’ needs
Focus on issue resolution with respect to performance gaps with existing businesses as well as act as a central point of contact and acting as trusted advisor
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance in order to ensure appropriate governance and control infrastructure

What we offer

Generous holiday allowance starting at 22 days
Private medical insurance packages
Employee Assistance Program

Fulltime

Client Onboard Analyst

The Client Onboard Analyst 1 is a trainee professional role requiring a good kno...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in financial services preferred
knowledge of bank products in the scope of opening and maintaining of bank accounts
customer communication experience (internal/external)
knowledge on the field of finances and banking
flexibility, team spirit, loyalty
high attention to detail
good PC skills (Excel, Word)
fluent in both written and spoken English
ability to work under pressure and meet deadlines
proficient knowledge of English (written and spoken)

Job Responsibility

Processes client’s requests related to system set up including signatories’ updates and documentation lodgment
cooperates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
provides response to client and internal inquiries
prepares documentation for archiving
applies appropriate bank’s regulations while processing the requests
remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents
documents operation procedure updates
processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
verification and authorization of data entered in the systems
ensures all queries are dealt with in an efficient and timely manner

Fulltime

Customer Service Advisor

Join us at Barclays as a Customer Service Advisor and help make a real differenc...

Location

United Kingdom , Cramlington

Salary:

26500.00 GBP / Year

Barclays

Expiration Date

Until further notice

Requirements

Background in customer service, retail, hospitality, or any other role where you've supported customers
Passion for helping people
Empathy and dedication
Ability to provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels
Ability to collaborate across multiple digital channels
Ability to enhance the bank's digital capabilities when current technology is identified as not yet ready to support
Ability to provide exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Ability to support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations
Ability to support teams within the business operations function as needed, including risk management, compliance and collections
Comply with all regulatory requirements and internal policies related to customer care

Job Responsibility

Provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels
Collaboration across multiple digital channels to personalise each interaction with a customer
Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time
Support teams within the business operations function as needed, including risk management, compliance and collections
Comply with all regulatory requirements and internal policies related to customer care
Be the friendly face and first point of contact for our Retail Banking customers in branch or at one of our local hubs, offering face to face guidance and support with every interaction

What we offer

Pension plan
Private medical insurance
Life insurance
Income protection
Full training
Support of our collaborative team
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
Hybrid working
Structured approach to hybrid working with fixed, ‘anchor’, onsite days

Fulltime

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IT Services Client Executive - Banking

Job Description

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