• Competitive
  • Singapore
  • Permanent, Full time
  • OCBC Bank
  • 2018-10-21

Cash Onboarding Head

Cash Onboarding Head

Cash Onboarding Head
Global Transaction Banking

Roles & Responsibilities:

  • Primary responsibilities
    1. Manage the customer onboarding experience for corporate (non-consumer) customers:
      1. Own the account opening documents for all channels and customer segments with the aim to simplify the process and eliminate documentary redundancies
      2. Own the account activation deliverables to ensure efficient fulfilment and usage of the account
    2. Own the customer maintenance experience to ensure that customer engagement remains customer centric and evolves with the customer needs - including self-directed help where suitable and possible
    3. Replicate in-country account opening across core markets (SMIC) and develop a single multi-country account opening experience
  • Streamline, minimize and digitalise the account opening documents
  • Account opening document flows for all channels and customer types
  • Close cooperation with Account Services and BUs to ensure onboarding meets customer requirements and improves the operational processing efficiencies
  • Work with Legal ensure all necessary clauses are included
  • Work with GCC on plain English to simplify the wording of the T&Cs
  • Work with the digital + O&T teams to explore partners and technology that can redefine the customer experience



  • Minimum 12+ years Transaction Banking experience
  • Minimum 10+ years Cash Management product experience
  • Proven track-record of managing customer onboarding
  • Thorough understanding of onboarding processes
  • Ideally with front and middle office experience
  • Self-starter who can influence and deliver through cross-functional teams
  • Strong ability to execute, establish plans and processes
  • Able to lead by example and willing to share knowledge and expertise
  • Regional experience and exposure an advantage