Overview
The key accountability of this role is to drive and optimize the end-to-end onboarding process within digital channels. These channels may be for retail, business or commercial customers. The role requires strong collaboration across business and technology teams to ensure efficiency, compliance, and a 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 and Skills
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.
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📌 Banking Channels
🏢 Hsbc
📍 Veracruz