Position: *          Project Lead – New Account Opening* *(MUST)*
Location: *          **New York, NY
*Position Type: * Fulltime / Contract*
Duration: *         **3 months
*Salary:     *          Open*
Start Date: *        ASAP*

*Please send your resumes to [email protected]* or Reach him at (408)
689-2379

*Job Description:*
A Project Lead – the role will be to work with the business project lead to
quickly share industry leading practices for new account opening and define
a the high level scope and business vision for the Private Bank. This
includes providing strategic consulting advice on how they should approach
defining a unified customer agreement which spans multiple products and
services, proposed workflows and roles and responsibilities for review/sign
off, document imaging and workflow management, definition of a relationship
hierarchy structure, and advice on how to define intelligent rules-based
account opening forms.
**
*Job Duties & Responsibilities: Development duties will include*
Leading process re-design effort for new account opening
Work with client business teams to understand current work flow, challenges
and come up with future state vision
Work with sponsors and stakeholders to get approvals
Complete the business requirements process
**
*Skill, Experience & General information Required:*
New account opening functions for private banking
Ability to lead process re-design effort
Strong communication and interpersonal skills
Overall 12 plus years experience with at least 4-5 years of experience with
private banking institutes.
Desired exposure to the Investment banking industry/ Knowledge of
accounting.
Excellent written and verbal communication skills.
 ------------------------------
 *Thanks & Regards*

*Apurba*

*Valleysoft Inc** **|** Your I.T Consulting
Partner                                    *

ERP | Webservices | EAI | Embedded Systems |RFID

Tel (408) 416-3794| Fax (408) 716-2652 | www.valleysoftinc.com

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