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Process & User Guide Documentation Specialist (Client Onboarding)

Keywords / Skills : Process & User Guide Documentation Specialist (Client Onboarding)

Posted: 2018-11-05

Banking/ Financial Services
Banking, Insurance & Financial Services
Retail Branch Operations
Posted On
5th Nov 2018
Job Ref code
Job Description

Company Description
Join an American MNC, which provides Private Banking, Asset Management, Treasury & Security Services, Private Wealth Management services and is one of the largest banks in the United States with a history dating back over 200 years. American multinational banking and financial services holding company with almost 240,000 employees in 60 countries

Job Responsibilities: 
  • Writing end user manuals, administration guides, online help guides, training documents, and process maps.
  • Ability to understand the lifecycle of key operations process, system architecture and data flows and interactions of users with the system
  • Solicit materials and work from verbal communications across various teams to formulate the user guide
  • Conduct user acceptance testing (UAT), able to navigate around systems and simulate user actions in test environments to create effective user guides with screens
  • Able to create visually impactful and intuitive user guide for the appropriate audience
  • Identify any operations gaps and potential efficiency improvement on mapped processes

  • Bachelor Degree in Banking & Finance / Engineering / Information Management / Business Administration or other equivalent qualifications  
  • Minimum 3 years of proven working experience as an Operations Analyst within the Banking industry, and ideally 2 years of technical writing or document process mapping experiences 
  • Knowledge of Private Banking industry and some understandings toward  KYC/AML, Client Onboarding
  • Other Essential skill sets would also include the ability to work independently, attention to details, and strong data analytic skills 
  • Having excellent communication skills (verbal and written), including the ability to effectively interview subject matter experts (SME) on the routine processes
  • Expertise and confidence in using the following software applications (e.g. Acrobat Professional and Microsoft Office Applications such as Visio, Word, PowerPoint, SharePoint)

EA License: 94C3609 
Reg No: R1110438

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