Onboarding Specialist
Core
Manage new-to-bank customer onboarding (0-30 days) to ensure activation on digital channels and card issuance, while handling queries and cross-selling financial products.
Role type
Onboarding Specialist (Consumer Banking)
Builds
Digital channel adoption, carded accounts, and customer engagement for new bank clients
Domain
Consumer Banking / Financial Services
Deliverable
product features
Required skills
Banking process & procedures, Customer understanding (Consumer Banking), Product knowledge (Consumer Banking), Risk identification, Telephone caller handling, Cross-selling financial products
Preferred skills
Branch banking experience, Salesforce Marketing Cloud platform usage
Responsibilities
Grow channel adoption and carding based on introduction, Provide responsive service to clients in the portfolio, Manage and monitor accounts not mapped to Relationship Managers, Manage daily, weekly, monthly, quarterly reports and communication deployment via Salesforce Marketing Cloud, Cross-sell existing Bank and group financial products
Seniority
Mid-level IC (2-4 years experience)
