The role is responsible for end-to-end orchestration across all processes and services managed by Client Management. It involves engaging clients throughout the process to ensure seamless delivery and client experience, owning and driving execution of processes, and working closely with stakeholders to deliver excellent client service. The goal is to move clients to a ready-to-transact state quickly, across both simple and complex cases, and to align Corporate & Institutional Banking (CIB) with Client Management through regular engagement on business priorities, issues, and gaps. The role also focuses on driving continuous improvement of operational efficiency and the effectiveness of processes to increase consistency of systems and processes.
Key Responsibilities
- Act as a service partner, working with Relationship Managers (RMs), Product Sales, Operations and other internal stakeholders to solve client issues and identify opportunities to improve overall service for the clients
- Deliver excellent service against agreed service standards, delivery standards, and minimal error rates as appropriate
- Provide quality support and advice to Relationship Managers on all documentation related matters, including the origination of documentation for customers where required
- Deliver excellent service and advice to our CIB clients in all interactions
- Engage clients throughout process, ensuring seamless delivery and client experience
- Own and drive execution of processes, working closely with stakeholders and the value chain
- Perform all relevant onboarding processes
- Creation of CDD for new clients & Review of CDD for existing clients and perform regulatory onboarding (e.g., FATCA, CRS) activities
- Drive network onboarding processes
- Conduct checks on CDD as applicable
- Respond to and clear queries from Checkers / Other Specialists / Business CRM in a timely manner
- Work in partnership with all relevant stakeholders effectively within the end-to-end CDD process
- Where serving as a checker, perform checks on CDD output from Client Management Makers, ensuring adherence to policies and standard work
- Manage the end-to-end documentation negotiation process including passporting of documents in the network subject to all approvals being in place as negotiated with Legal / Product and Business
- Engage and coordinate with Legal & Compliance, Credit and Clients on standard documentation requirements such as standard terms, country supplements, banking facility letters, master credit terms, supplementary letters, etc.
- Perform credit documentation activities for deals flowing from CIB
- Identify processing risks or inefficiencies and implement appropriate and effective changes
- Ensure document deficiencies are minimized and rectified in a timely manner
- Perform relevant account opening activities, working with onshore and Hub teams to deliver fast setup of all relevant systems
- Conduct checks on activities, documentation, and output (by other specialists or makers) within the account opening processes as applicable
- Perform relevant static data maintenance and offboarding activities including raising of SDM and offboarding requests in the system
- Ensure compliance with internal policies, credit policies, external policies, regulatory and statutory requirements
Skills and Experience
Qualifications
Ability to positively engage and build rapport with clientsStrong writing and presenting skills in EnglishProblem solver; looks for solutions and finds ways to progress despite blockagesStrong drive to deliverHas a clear understanding of the client needs being servicedAbility to work independently without direct supervision and cope with pressures from tight deadlinesA team player with good interpersonal skillsAbout Standard Chartered
We\'re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we\'ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you\'re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can\'t wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you\'ll see how we value difference and advocate inclusion.
Together we :
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we doNever settle , continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so wellAre better together , we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long termWhat we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance , with flexible and voluntary benefits available in some locations.Time-off including annual leave, parental / maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.Flexible working options based around home and office locations, with flexible working patterns.Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and self-help toolkitsA continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.Being part of an inclusive and values driven organisation , one that embraces and celebrates our unique diversity across our teams, business functions and geographies - everyone feels respected and can realise their full potential.#J-18808-Ljbffr