Managing front-office advisory and service transformation across Wealth Management and Private Banking segments
Designing omnichannel customer journeys and experience design improvements across the client portal, onboarding, Relationship Manager tools, and assisted-service channels
Managing operating model design and implementation across wealth and Private Banking, including workflow & process redesign, automation & AI opportunities, delivery governance.
...
Subject matter expert in AR collections process. Handle inbound and outbound third-party collections call.
Should be able to work on all types of collection calls and queries, handle escalations, work allocations tothe team members.
Perform QA audit for the team, training new team members, resolving team members queries relating tothe process, ensuring team completes requests within turnaround time.
...