Job Description A seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes and workflows for the area or function. This role integrates subject matter and industry expertise within a defined area, requiring an in-depth understanding of how areas collectively integrate within the sub-function and coordinate and contribute to the objectives of the function and overall business. This role evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. It requires good analytical skills to filter, prioritize, and validate potentially complex and dynamic material from multiple sources. This role assumes informal/formal leadership roles within teams and is involved in coaching and training of new recruits. It has significant impact in terms of project size, geography, etc., by influencing decisions through advice, counsel, and/or facilitating services to others in the area of specialization. - Responsible for customer interaction, documentation issuance, review, and system setups. - Demonstrates high-level diligence, motivation, and organizational skills. - Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues. - Performs day-to-day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities. - Ensures account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements. - Delivers very high-quality service to customers and internal partners. - Manages cross-functional relationships with all teams. - Determines new work procedures. - Analyzes complex and variable issues with significant departmental impact. - Encourages cross-functional training for staff to enrich their skill base. - Optimizes manpower to achieve higher productivity levels. - Understands client requirements and implements them correctly. - Understands new customer requirements and ensures adequate support to new customer requirements and initiatives. - Monitors customer satisfaction and service level and drives process changes. - Provides innovative solutions to clients. - Ensures a strong and robust processing environment with effective controls. - Establishes risk management practice. - Maintains a culture of risk and controls in the team through various processes and check points. - Identifies means to reduce transaction defects (internal and external). - Develops performance matrices to track defects, productivity.