JOB SUMMARY
This role orchestrates processes for Client Management, guaranteeing a smooth and engaging experience for clients. It facilitates execution, collaborates with key stakeholders, and accelerates client preparedness for transactions. Additionally, it aligns the CCIB business with Client Management, addresses existing gaps, and enhances operational efficiency.
Key Responsibilities
The role encompasses a wide and comprehensive range of responsibilities that are specifically aimed at delivering exceptional and high-quality client service, while also significantly improving operational efficiency. Key duties include orchestrating, coordinating, and managing the complete end-to-end client processes, which ensures a seamless delivery of services and facilitates strong client engagement throughout every stage of the interaction. This role requires close collaboration with Relationship Managers (RMs), Product Sales teams, Operations departments, and other relevant stakeholders to effectively resolve client issues and to identify new opportunities for service enhancement and improvement. It also involves implementing a scalable and client-focused management model that differentiates the level of service based on client tiering, while ensuring that error rates remain minimal and manageable.
A critical aspect of this role is the continuous improvement of operational processes, with a strong focus on increasing overall consistency and efficiency. The position ensures alignment with the Corporate, Commercial & Institutional Banking (CCIB) business priorities through regular and proactive engagement, addressing any potential gaps that may arise, and providing ongoing support and advice on the necessary documentation for lending units. This includes managing the various aspects of client onboarding, conducting thorough due diligence, and overseeing regulatory activities, all while ensuring strict compliance with established policies and procedures.
Maintaining strong and positive client relationships is essential in this position, which involves providing comprehensive account management support, effectively resolving complaints, and advising clients on their documentation requirements. Additionally, the role entails managing the credit documentation processes, coordinating closely with legal and compliance teams, and ensuring the accuracy of data at all times. Facilitating the account opening and channel activation processes for CCIB and Banking and Business Banking (BB) clients is another key responsibility, aimed at ensuring a fast setup and providing excellent service to all clients.
Furthermore, this role includes managing the maintenance of client portfolios, handling past dues and excesses, supporting various financial transactions, and actively participating in business meetings and reviews. Lastly, it involves performing static data maintenance and offboarding activities, ensuring that accurate updates are made and that there is adherence to compliance requirements, all while continuously seeking opportunities for process improvements and promoting best practices within the organization.
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