US Deposits (Backoffice Fulfillment)

About the Role

• Join the US Deposits function in Hyderabad/Bengaluru as a Back Office Specialist.
• Provide critical operational functions to ensure customers can manage their accounts easily and securely.
• Uphold customer support principles of customer focus, process innovation, and risk management.

Key Responsibilities

• Day-to-day coverage of customer account maintenance processes, including application review and processing, and correspondence.
• Provide support for customers with online retail deposit products like online savings accounts and certificate of deposits.
• Access multiple electronic systems and document steps taken to efficiently service the customer.
• Participate in projects to drive operational excellence.
• Complete ongoing compliance and remedial training as scheduled.
• Meet established goals for all metrics, including quality, productivity, profitability quotas, and customer acquisition, by focusing on maximizing service to customers.

Requirements & Tech Stack

• Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
• 1 year of experience in financial services/banking environment/regulations.
• 2-3 years of relevant experience.
• Experience in delivery of customer service.

Qualifications

• Minimum Graduation.
• Strong problem solving and analytical/accounting skills.
• Ability to multi-task in a fast-paced environment.
• Excellent communication skills, both verbal and written.
• High level of accuracy and attention to detail.

Preferred Qualifications

• Experience in a retail banking environment.
• Experience in an insurance environment.