Job Description:

The Function

The Client Outreach team are the front line unit who work with clients as part of meeting Know Your Client (KYC) periodic refresh and remediation requirements. We work in close collaboration with Global Corporate and Investment Bankers and Global Markets Sales to support the Bank’s global regulatory and policy requirements as it relates Client Due Diligence (CDD) documentation collection, with support from Operations and Global Financial Crimes Risk teams.

The team identifies and develops client connections, engages client representatives to obtain KYC documentation, and acts as a coordination point for resolving issues/challenges with respect to client and country specific documentation requirements in a timely manner.

In addition to the ongoing document engagement, individuals within the team keep abreast of global regulatory change that could influence processes, and identify opportunities that enhance the client experience.

The Role

Manages diverse administrative functions for a large, complex and global organization. Functions managed may include: financial control/budgeting and consolidation, personnel processes, audit/compliance, premises, and coordination of certain projects, associate training, service quality, process improvement, business continuity, and communication. Consults with senior management in evaluating current methods and developing strategies to implement changes and improvements. Requires a thorough knowledge of the department or business units functional area or products. Working knowledge of general bank policies, programs and procedures and financial/accounting practices.

Role Responsibilities

Design and deliver cultural and people initiatives, driving a collaborative and output oriented cultureLead employee engagement efforts across a global team including organizing meeting routines and facilitating communication across the teamManage org health, including partnering with HR on implementing a framework where deliverables are measured and monitoredManage vendor relationships and ensure appropriate staffing coverage; facilitate resource onboarding and offboardingSupport periodic population and capacity analysis to ensure teams are able to deliver Outreach requirements across sectors, regions and client typesLiaise with Finance on financial budgets and corporate forecastsCoordinate and support our location strategy, including partnering with Corporate and Infrastructure ServicesDevelop and implement robust global training and readiness programs for both new and existing teammatesFacilitate global business continuity planning and business impact assessments as well as inter affiliate service relationshipsCoordinate and document processes and formal guidelines as they relate to Outreach and associated FLU processesSupport the GCIB and GM Client Outreach executives on routine and ad hoc requirementsPartner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, HR and other groups as needed

Required Skills

Bachelor's degree7+ years experience in a COO or business support role crossing multiple time zones within the financial services industryWorking knowledge of Anti-Money Laundering or Global Corporate Investment Banking lines of business preferred Understand big picture and ability to work well independentlyAbility to initiate and build strong relationships with all levels of the organizationExcellent interpersonal skills for motivation, collaboration and encouragementProfessional Demeanor: Demonstrating patience, composure, and positive attitude.Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.Strong organizational skills and ability to prioritize and manage competing priorities with excellent attention to detailExcellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word

Shift:

1st shift (United States of America)

Hours Per Week: 

40