Team Lead: Client On-Boarding-FNB
Job Status: Active ✓
RMB is a market leader in Investment Banking and our biggest asset is our people. We believe there is no end to what we can achieve for our clients, our shareholders and ourselves if we have the right people. We seek the best – smart, hard-working, self motivated, committed people with positive attitudes and passion for their work and the success of RMB. Our people come from many different backgrounds which adds richness to our talent pool. We offer a non-hierarchical, entrepreneurial environment where our people think and act like owners. We empower people, hold them accountable and reward exceptional performance. All suitable qualified candidates will be considered and appointments will be made in line with the Bank’s EE Strategy.
To supervise a team across Client On-Boarding processes i.e. Documentation and KYC so that Client documentation and information is completed accurately and timeously.
experience and qualifications
Relevant diploma and experience in a similar role in similar context
Minimum of 5 years working experience Competencies:
Analysis and Attention to Detail
Planning and Organising
Knowledge of relevant legislation ie. FICA
Knowledge of relevant RMB Systems
Experience managing a similar function
Understanding of CIB Client Servicing environment
Manage Operational Client outreach for Client Onboarding, KYC and Maintenance
Align Client Operations outreach with the broader Client Service across RMB
Develop and drive an operational client onboarding outreach strategy
Proactively engage clients for KYC purposes before due date
Maintain client’s contact details and relevant communications on the banks CRM tools
Develop and Operationalise the interface between Onboarding Operations and Coverage, Product, Client Service and other interested stakeholders
Work with Coverage and Client Service to operationalize the gathering of onboarding and regulatory documentation from clients
Operationalise an outbound service telephone channel for Corporate Banking and ensure alignment of capabilities between this channel and other channels
Understand the RMB value chain, the high-level services provided by the different Business Units and Banking rules and regulations.
Ensure that the team responds to client or internal stakeholder requests or queries for documentation or KYC information timeously.
Provide support to ensure that the client request/query is understood and that the correct documentation or details are selected. This includes the confirmation of correct resolution details for different legal entities
Ensure that client information is verified and documentation pre-populated before forwarding to the client. This includes ensuring that there are quality checks in place to vet documentation for correctness and secure the relevant approvals
Look for opportunities to refine processes and improve workflows across the team. This includes the investigation of disputes or discrepancies
Manage operational projects.
Encourage effective team performance by establishing clear links between performance measures and function objectives. Provide timely and constructive performance feedback against performance goals.
Deliver accurate and timely reporting as required and ensure team adherence to relevant policies and processes
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