
Custodian of Customer Satisfaction
4 days ago
Job Role:
Custodian of Customer Satisfaction. This position is pivotal in ensuring seamless customer experiences from initial onboarding to ongoing engagement.
Key Responsibilities:
- Lead the customer support team, guaranteeing consistent achievement of predefined performance metrics and service level agreements.
- Streamline manual processes and transition to scalable digital workflows for enhanced efficiency and productivity.
- Collaborate with cross-functional teams to redesign legacy processes, promoting digital adoption while maintaining compliance and quality standards.
- Manage escalated cases involving banking partners, outsourced vendors, and other stakeholders.
- Utilize data analysis to identify trends, optimize processes, and resolve issues impacting customer satisfaction.
- Act as the internal voice of the customer during escalations and influence product prioritization decisions.
- Partner with product and engineering teams to resolve platform-related issues and drive continuous improvement.
- Expand AI-led customer enablement capabilities and promote the use of a centralized knowledge base and customer-facing support centre content.
- Facilitate team huddles and foster a resilient problem-solving culture.
- Coach and support agents to address customer complaints related to service quality.
- Ensure adherence to internal policies and external audit requirements related to change and support.
- Oversee B2B and B2C onboarding processes, ensuring compliance with AML, KYC, and regulatory requirements.
- Lead the transition from manual processes to scalable digital workflows across the Onboarding Function.
- Perform quality assurance and support reviews of high-risk or complex onboarding cases.
- Oversee PEP and Sanctions screening, fraud checks, and customer verification.
- Act as the point of escalation for complex or sensitive onboarding cases.
- Guarantee effective, timely, and audit-ready due diligence processes.
- Support and contribute to operational and AML audits, inspections, and regulatory engagements.
- Review and optimize onboarding processes and documentation.
- Collaborate with Compliance and Risk functions to meet internal and regulatory standards.
Required Qualifications/Skills/Experience:
- Proven experience managing customer support and/or onboarding teams in a regulated financial services environment.
- Deep understanding of AML/KYC compliance and operational risk within B2B and B2C onboarding.
- Experience managing outsourced vendors and support partners.
- Familiarity with CRM and support tools (e.g., Salesforce, Zendesk).
- Strong Excel and data analysis skills to monitor trends and create performance reports.
- Excellent communication skills (written and verbal).
- Strong interpersonal and coaching skills; able to lead, inspire, and support others.
- Proactive, detail-oriented, and comfortable working in a fast-paced, constantly evolving environment.
- Demonstrated experience in business process improvement and documentation.
- Relevant professional qualifications or certifications (AML, compliance, operations) are an advantage.
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