Operations Executive at Umba

Job Description

Operations Executive at Umba

• As an Operations Executive your primary responsibility is to ensure the efficient and professional handling of our clients and their accounts. This role encompasses managing accounts, coordinating operations, assessing risks, generating reports, and fostering strong client relationships. Your expertise will be vital for the seamless delivery of our services.

Responsibilities:

Client Account Management:

• Maintain, review and update customer records, including account balances, transactions, and relevant customer details.
• Monitor account activities to detect discrepancies, fraudulent actions, and unusual occurrences.
• Address client inquiries concerning their accounts promptly and professionally.
• Compile regular account statements and reports for both clients and internal stakeholders.

Operations Oversight:

• Supervise day-to-day operational tasks associated with bank operations and financial transactions.
• Collaborate with various departments to ensure smooth operations, encompassing compliance and customer service.
• Develop and uphold operational protocols to streamline efficiency and precision.
• Identify areas for operational enhancement and execute appropriate adjustments.

Risk Mitigation:

• Evaluate and address potential risks linked to operations management and operational functions.
• Monitor compliance with industry regulations and internal protocols.
• Participate in crafting and executing risk management strategies.

Reporting and Analysis:

• Produce reports on account performance, transaction patterns, and operational benchmarks.
• Analyze data to pinpoint opportunities for cost reduction, operational efficiency, and improved customer service.
• Offer insights and suggestions derived from data analysis.
• Report to FRC and other pertinent entities.

Customer Service/ Relationship Building:

• Cultivate and sustain robust relationships with clients while promptly attending to their concerns.
• Provide guidance and assistance to clients in effectively managing their accounts.
• Ensure high levels of customer satisfaction.

Customer Onboarding:

• Collaborate with the Business Development team to ensure a seamless transition from sales to onboarding.
• Lead clients through the implementation phase, ensuring prompt and successful setup of our fintech solutions.
• Conduct training sessions to acquaint clients with product features, functionality, and optimal practices.
• Work closely with the technical team to resolve integration or technical hurdles.

Additional Responsibilities:

• Fulfill any other duties assigned in alignment with organizational objectives and priorities.

Education and Qualifications:

•  A Bachelor’s degree in finance, business administration, accounting, economics, or a related field is preferred.
• Relevant Certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), or Certified Credit Professional (CCP)
• Banking Experience is a plus.
• Familiarity with the financial services industry, particularly in areas related to operations and Customer Service
• Strong verbal and written communication skills for effectively interacting with clients, third-party vendors, and internal stakeholders.
• Attention to detail to ensure accuracy in reports, records, and compliance with procedures.
• Effective problem-solving skills to address issues that arise during operations.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

Operations Executive at Umba