DATA MANAGEMENT – MAILING OFFICER (12 months contract + 1 month completion bonus and renewable)
We are helping our client, a top european Private bank to look for a mailing officer, responsible for static maintenance.
GENERAL DESCRIPTION
The Data Management – Mailing officer is a key member in the Client Account Modifications department. He/She is responsible for mailing related static maintenance in Filler, eBanking, etc for client portfolios and agents (EAM/EFA/Finder relationships), as well as handling of ad-hoc client output requests.
KEY FEATURES OF THE POSITION
Client Management (internal & external)
• Establish and build strong relationship through consistent interaction with Front Office/key stakeholders across the Bank regarding the services and support they require and challenges faced
• Manage Front Office’s queries and support troubleshooting
• Deliver consistent service and meet the established SLAs (Service Level Agreements) while complying
with the Bank’s policies and procedures, as well as regulatory requirements
Business Management
• Timely and accurate processing of e-banking applications / modifications / cancellations, mailing addresses and conditions changes for clients and agents
• Handle returned mails for client portfolios
• Manage ad-hoc clients statements and advices printing requests
• Support the team in user acceptance testing and procedures documentation
• Maintain client data in the bank systems and perform clean-up when required
• Perform signature verifications of the client forms.
• Understand and possess good knowledge of system/business requirements in how client and agent records are maintained / derived
• Strong commitment to quality service and a desire to drive innovation and continuous process improvement initiatives
• Support any ad-hoc tasks / requests as assigned from time to time
Professional and Technical
• Degree with at least 3 years of related working experience
• Previous experience in mailing related data maintenance for Client and Agent (EAM, EFA, Finder) records is preferred
• Good knowledge of account documentation requirements in a Private Banking environment will be an advantage
• Good knowledge of MS Office applications (Word, Excel, PowerPoint), Macros and Visual Basic knowledge as well as an aptitude for technology
RANK APPLICABLE TO THE POSITION
• Contract for a year
REPORTING LINE
• Functionally to Head of Data Management – Mailing Team
