The CBISO organization is seeking a very motivated individual who is able to handle a high level of complexity in a client facing environment. The International Onboarding Specialist (IOS) will have global responsibility for the international onboarding for Commercial Banking clients. Helping our clients expand their business into international markets is a strategic opportunity for CB and the initial onboarding experience sets the tone. The IOS will work directly with the client and the coverage team to determine the best approach to onboard the client’s business to the CB products and services, including completion of our due diligence process.
Core Responsibilities:
Support senior IOS on client proposals, project charters, project plans, and/or cross regional on-boarding requests
Manage standard product implementation and account opening requests in Asia Pacific, including supporting IOS on cross-region implementation deals.
Manage onboarding activities via phone, telepresence, email and in person with internal business partners
Own and drive identification, transparency, escalation, and resolution of risks and issues to closure
Provide subject matter expertise for international regulatory requirements, products, documentation and services
Responsible for informational ad-hoc inquiries relating to onboarding and product implementation
Support global and regional onboarding initiatives to enhance client experience, operational and local regulatory requirements.
Required Qualifications:
At least 1 year or more relevant business experience, including client facing &/or business support roles (fresh grads are welcome to apply)
BA/BS Degree or Diploma grads
Proficient in the various Microsoft applications (Excel, PowerPoint, Word)
Ability to soundly execute quantitative and qualitative analysis, draw salient conclusions and present information in a concise and effective manner
Good organizational skills both personally and across working team to meet deadlines in a fast-paced environment (time management and attention to detail)
Good interactive personal and communication skills and ability to execute for positive results
Strong English written and verbal communication ability, especially via phone and e-mail channels
Demonstrate client focus and the ability to partner with various internal groups and client coverage
Adaptable to a changing, dynamic work environment
Proven ability to successfully manage conflict
Demonstrated ability to execute the deliverables and apply project management methodology where applicable
Independent, self-motivated with an ability to adapt and be flexible in a team environment
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