Account Opening Team Leader NEOBIZ SME.

Team Leader NEOBIZ SME

• Control processing of Digital, CAM and Fintech activities to ensure compliance with policies, procedures, and delivery standards, reflecting in satisfactory audit ratings and customer satisfaction.
• Review and verify customer requests for online banking products and services to protect bank risk and ensure error-free setup.
• Efficiently activate and authorize all account types and online banking products/services to support marketing and sales teams.
• Coordinate with sales, branches, and HO product teams to resolve deficiencies in account opening forms, customer requests, and signature verification.
• Develop and review unit-related systems and procedures, suggesting changes and raising URFs for system improvements to enhance productivity.
• Capture and review daily reports, statistics, and MIS for functional areas and submit them to management.

• Centralized processing of account opening, maintenance, signature verification, and online banking services for all Egypt branches, direct sales, and Direct Banking Centre.

• Strict compliance with bank policies and procedures.

• Close coordination with Team Leaders in Egypt.

• Interaction with RBG/CBG Systems Controls Units, ICU, Audit, and Product Managers.

• Use judgment in handling complex cases.

• Manage workflow to meet delivery standards.

• Resolve staff concerns.

• Balance business group commitments with control.

• Find solutions for incorrect transactions.

• Resolve queries related to processes, documents, and customer requests, ensuring KYC compliance, which will need to be resolved by coordinating with multiple stakeholders.

• Authority to manage the team in a way that optimizes productivity, efficiency and customer experience, keeping in view the established operating procedures of the bank.

• Authority to drive process reviews, technology changes and modifications across the Unit’s processes, and in conjunction with related functions across the Bank.

• Broad authority to design and deliver the Onboarding & Account Servicing operational platform required to support the geographic expansion of digital NEOBIZ.

• Ability to operate at multiple levels within the organization, and in a cross functional environment on a day-to-day basis to achieve project objectives.

• Authorize all account setup and maintenance after document review.

• Staff appraisal, training, performance, leave and promotion recommendations.

• Bachelor Graduate with 6 years of banking experience in centralized operations.

• Comprehensive knowledge of banking activities and online banking products/services.

• Familiarity with bank policies, procedures, local/international rules, and best practices.

• Proficiency in operating systems, financial/non-financial systems, internet banking, SWIFT, etc.

• Strong interpersonal, problem-solving, communication, analytical, leadership, and planning skills.

• Ability to work in a fast-paced environment, managing multiple customer inquiries and tasks simultaneously.

• Proficiency in using Microsoft Office Suite, CRM tools, and other digital tools.

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