He/She/They are responsible for the implementation of Cash Management products/services to the client thru over the phone and/or face to face.
The duties and responsibilities we will trust you with:
- Ensures initial contact to newly-enrolled Cash Management System clients via SMS and email via sending of user manuals according to the required standard turnaround time.
- Manages individual calendar to accurately plot and schedule assigned deals.
- Manages group mailbox to ensure all e-mails received are handled within specified turn-around time.
- Coordinates with the client to confirm the client's business and technical requirements based on the documents submitted by Business Development team.
- Coordinates with internal units of the Bank to develop/set up the client's requirements.
- Ensures that proper coordination within internal units/ training to client is done to eliminate possible customer complaints that may arise due to handling.
- Conducts completion of thorough user training to ensure that client will be able to do their first live transaction smoothly.
- Monitors the progress/development of the deal for implementation to provide regular updates to client, Business Development Manager and other internal stakeholders such as Branch partners, Cash hub personnel, etc.
- Maintains complete and timely record in the system to measure accurate productivity.
The qualifications you should have are:
- Graduate of any four or five-year course
- With at least two years experience in product implementation, documentation, technical support preferably for Cash Management/Bank products and services
