Process Planning & Management Professional (Loan/ General Banking/ Investment Focus)

Main Responsibilities

- Assist business stakeholders / branches to prepare User Requirements documents together with business analysis on the feasibility of the initiatives
- Design business operation flows in a cost-effective manner and with appropriate control measures to meet internal/external compliance requirements and minimize operational risks
- Review/ Establish detailed User Acceptance Test plans and test scripts / procedures; provide testing support
- Review/ Prepare procedural write-up, documentations, system operation guidelines and business supporting tools (e.g. customer forms, samples sales scripts etc.) and draft procedures manuals
- Arrange process change deployment by reviewing/ preparing Operational Circular, obtaining approval, delivering user briefing and conducting post-launch health checking as well as post-implementation review.
- Conduct user training on process related areas before major product/system roll out, and maintain qualified trainer accreditation from Human Resources
- Provide production supports including but not limited to answering post-launch user enquiries when necessary, investigation and assistance in solution formulation for process or system related incident/customer complaint
- Participate in product and/or process innovative projects

Requirements

- Degree holder or above in Business Administration / Finance / Computer Engineering and other related disciplines
- Minimum 3 years' relevant experience in business analysis / UAT and system support/ operations and methodology in financial institution / banking industries

1. Knowledge of corporate & consumer loan, eChannel, and related regulatory requirements on these processes 

OR

2. Knowledge of general banking services (Payments / Clearings / Remittance / Cash Management), products and systems, and related regulatory requirements on these processes

OR

3. Knowledge of Investment / Securities products and systems, and related regulatory requirements

- Experience in procedural manual writing

- Proficiency in both written and spoken English and Chinese (including Mandarin)

- Meticulous at work, good analytical and logical thinking skills with strong PC knowledge
- Good negotiation, communication and interpersonal skills
- Customer-oriented and able to work under pressure