Customer Service Manager Operations
Job Summary
The Customer Service Manager for Liability Operations manages end-to-end operational workflows for corporate clients, ensuring compliance and seamless transaction processing. This role acts as a critical liaison between customers, relationship managers, and internal service teams to execute banking operations securely. It also provides expert support for digital banking platforms and resolves complex service escalations.
Responsibilities
- Manage end-to-end corporate client operations and onboarding
- Verify and process financial/non-financial transactions
- Provide technical support for digital/internet banking platforms
- Resolve escalated customer queries and support call centre teams
- Prepare MIS reports and maintain operational records
Required Skills
- 2+ years of banking operations experience
- Transaction processing proficiency
- Customer service and stakeholder management
- Digital banking platform expertise
- Compliance and KYC knowledge
Job Details
### Role Purpose
The Customer Service Manager, Liability Operations is responsible for managing end-to-end operational workflows for corporate clients, ensuring compliance with existing policies, and delivering seamless transaction processing and customer experience. This role serves as a critical liaison between corporate customers, relationship managers, service providers, the call centre, and internal technology teams — ensuring all banking operations and digital service channels are executed accurately, securely, and in a timely manner.
### Key Responsibilities
1. Corporate Client Operations & Onboarding
- Coordinate end-to-end operations for corporate customers, including onboarding, account servicing, remittances, and allied service requests.
- Receive and process requests from customers and relationship managers (RMs) for onboarding, KYC reviews, remittances, and transactions; raise suitable workflows to relevant service provider teams.
- Scrutinise all transaction requests prior to submission to service providers, ensuring accuracy, completeness, and compliance.
- Prepare and verify Operations Memos for transaction-related activities including Fixed Deposits (FD), inward and outward remittances, and Audit Confirmations.
2. Transaction Management & Verification
- Conduct financial and non financial transaction verification with customers via recorded telephone lines in line with established security protocols.
- Track and monitor all transactions being processed by service providers to ensure they are executed accurately and within agreed timelines.
- Liaise with service providers to resolve queries and facilitate smooth transaction processing.
- Ensure all transactions submitted by clients and RMs are processed in a timely and compliant manner.
- Handle Corporate Internet Banking (CIB) related transactions, including fund transfers and trade online services.
- Check the Nostro account daily for any pending incoming funds lying unallocated.
3. Internet Banking & Digital Platform Support
- Guide corporate customers on how to navigate and use the Internet Banking platform for online fund transfers, remittances, trade services, and account management.
- Provide step-by-step assistance to customers experiencing difficulties with digital banking features, ensuring smooth adoption.
- Act as the primary point of contact for resolution of digital banking issues, coordinating with the technology team to troubleshoot platform-related problems.
4. Customer Relationship & Enquiry Management
- Handle enquiries from both RMs and external corporate clients, ensuring prompt, professional, and accurate resolution.
- Serve as an escalation point for complex or sensitive client queries, working collaboratively with internal stakeholders.
- Build and maintain strong working relationships with corporate clients to understand their operational needs.
5. Call Centre Collaboration & Issue Resolution
- Connect with the call centre to assist in the resolution of complex customer issues, providing subject matter expertise on liability operations.
- Provide guidance and coaching to call centre staff on transaction workflows, CIB queries, and regulatory requirements.
- Monitor and follow up on escalated cases to ensure they are resolved within defined service level agreements (SLAs).
6. Reporting & MIS
- Prepare periodic and ad-hoc MIS reports for submission to senior management and/or external agencies.
- Maintain accurate records of operational activities, transaction logs, and client interactions.
7. General
- Undertake any other relevant tasks or duties as assigned by the Reporting Manager.
### Required Qualifications & Experience
- Minimum 2 years of experience in banking operations
- Demonstrated experience in customer-facing roles involving transaction processing
- Prior experience working with or supporting a call centre environment is highly desirable