Incremental Implementation Treasury Services
7 days ago
**JOB DESCRIPTION**
Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The firm's broad platform positions CB to deliver extensive product capabilities - lending, treasury services (TS), investment banking, and asset management - to meet our clients' domestic and international financial needs.
The Incremental Implementation Team (IIT) is a group responsible for driving and coordinating all aspects treasury service products setup and cash management services including working with key internal partners to ensure a best in class experience for clients. The IIT group is seeking an Implementation Specialist that will work closely with our business partners and be responsible for coordinating all aspects of treasury and cash management set ups. The Implementation Specialist will handle a high volume of simultaneous requests.
Incremental Implementation Treasury Services - Associate
**Responsibilities**:
- People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team.
- Maintain effective and standard operational processes
- Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
- Manage relationship with internal clients, anticipate needs, take feedback, run conference calls.
- Act as a point of contact for escalations and high priority requests from internal clients.
- Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters.
- Take responsibility for the quality of work submitted and ensure that the highest standards are maintained.
- Identify/ manage risk and control breakdowns.
- Manage the performance management cycle
- Objective setting, development and career planning, performance appraisal and reward & recognition.
- Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions.
- Improve the departmental competency rating via use of staff training and the skills matrix.
- Develop and maintain written procedures and training materials as necessary.
- Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system.
- Ownership of internal communication and status updates
- Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
- Demonstrate creative problem solving and solid judgment/decision making
- Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
- Diligent awareness of risks in our processes in a timely manner
- Ownership, escalation and resolution of risk issues when they occur in a timely manner
- Manage activities through heavy phone work with clients and business partners
- Recording your observations & escalate wherever necessary
- Identifying items which needs Remediation & Amendments.
- Identifying gaps/exceptions and recommending possible solutions.
- Reporting/MIS
- Project Management.
**Required Qualifications**:
- Excellent people and resource management skills (e.g. people development, pipeline/skills monitoring, training programs).
- Ability to develop, implement and maintain effective and standard operational processes
- Ability to maintain and improve a strong controlled environment (e.g. necessary controls activities along process flow implemented, appropriate control tools in place, team members fully understand risks and related controls)
- Ability to manage relationship with internal clients. Past experience in this area with emphasis on service level deliveries, expectations setting, new products etc. is a must.
- Act as a point of reference for team members and internal clients.
- Ability to monitor and actively prioritize workloads.
- Ability to interpret and analyze system generated reports and other data, co-relate and analyze impact to overall processes and process deliveries and feed results into the decision making process
- Demonstrated problem solving ability through interaction with clients and business partners
- Exceptional verbal and written communications skills. Communication is Paramount
- Excellent analytical skills and attention to detail
- Excellent comprehension and observation skills
- Knowledge of TS & CB Products and Operations will be an added advantage.
- Aptitude to work with numbers and deadlines.
- Proactive approach
- Ability to grasp/learn new products/audits which are currently not in scope.
**Preferred Skills & Experience**:
- Graduates with a minimum of 15 years’ experience in a bank, financial services, compliance, risk management or other service sector environment OR Qualified prof
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