Description
A Client Relationship Manager in required to join a well-known, large, local bank to provide clients with support and guidance through their migration journey from the Bank's existing online platforms to the new channel, Commercial Banking Online.
The successful candidate should expect regular face to face Client engagement and engage proactively with a variety of key stakeholders both internally and externally.
Key Accountabilities:
- Pro-active face to face and remote engagement with Clients regarding changes that will affect their current online banking facility
- Taking ownership for and managing a set of migration cases, providing accurate reporting against progress
- Validation of a Client's existing channel data to capture the correct details for the future online requirements of their Business
- Data cleansing activities to enable a smooth transition to CB Online
- Supporting clients and providing guidance at the relevant points throughout their migration journey.
- Offer feedback to and share best practice with team members as required so that their individual and collective performance meets the current and future needs of the project
- Enter and extract data onto a central online tracker to ensure that the relevant client activities are carried out and accurately recorded within the timescales required
- Ensure that all work is completed in accordance with established processes, practices and guidelines
Essential skills/experience:
- Data Migration experience is essential
- Experience dealing with Clients both face-to-face and over the phone
- 5+ years' relationship management experience
- Financial Services experience
If you feel like you're a good fit for the role, please apply immediately and we will attempt to respond within 48 working hours.