Document Management Specialist
2 days ago
Role Overview
We are seeking a highly skilled Document Management Specialist to join our team at Ambition. As a key member of our operations team, you will be responsible for managing client documentation requests and ensuring seamless account maintenance.
Key Responsibilities:
- Act as the primary contact for clients and offshore branches regarding documentary issues, providing exceptional support and guidance to resolve any concerns promptly.
- Oversight of client documentation requests, encompassing account maintenance, setup of Electronic Payment Signatory Forms, and management of additions and removals of signatories.
- Demonstrate a solid understanding of company documentation, including Board Resolutions, Certificates of Incumbency, and Company Extracts, with the ability to interpret and act on global documentation requirements effectively.
- Exhibit strong problem-solving abilities, understanding client needs and responding promptly to ensure timely resolution.
- Foster robust relationships with clients, grasping their documentary requirements and providing support for their initiatives, while maintaining open communication channels.
- Develop effective negotiation skills with both internal and external clients to ensure timely completion of all deliverables, aligning with business goals and objectives.
- Collaborate closely with local and regional stakeholders to implement strategies that drive business growth and meet customer expectations.
- Maintain disciplined case management practices, ensuring all client requests are logged, tracked, and reported promptly, adhering to Service Level Agreements (SLAs).
- Engage in ongoing learning about products and other efficiency initiatives, confidently discussing these with clients to enhance their experience.
- Work in partnership with Product, Operations, Technology, Compliance, Sales, and Implementation teams to advance the overall franchise agenda.
Requirements
- In-depth knowledge of corporate banking and experience managing documentation within a banking environment.
- Relevant tertiary qualification and familiarity with banking documentation and products, including domestic and international payments.
- Proven track record in cultivating and managing client relationships and collaborating with internal stakeholders, demonstrating strong influencing, negotiation, and presentation skills.
- Excellent analytical and process-oriented capabilities, with a keen eye for detail in complex, matrixed environments.
- Demonstrated ability to collaborate effectively and build strong partnerships across diverse teams, driving business success through collaboration and expertise.
Salary Information
The estimated salary for this role is between $300-350 per day, plus superannuation benefits, offering a competitive package that reflects your value to our organization.
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