• Client Manager, Financial Institutions - C & I Banking Jobs in United States Of America - 23834166

  • Standard Chartered Bank Ltd
  • United States Of America, Usa

Job Description:

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East

To us, good performance is about much more than turning a profit Its about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good

Were committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation This in turn helps us to provide better support to our broad client base

The Role Responsibilities

The Client Manager is the pivotal relationship in the Client Delivery team responsible for delivering exceptional client account management The Client Manager is responsible for proactively managing the client account on all day to day maintenance activities to ensure the highest level of client service and relationship health The Client Manager will support the Senior Bankers/Bankers on an aligned client portfolio to ensure strong client delivery execution

Business Partnership

Provide direct support to the Senior Banker/Banker through proactive client account management of the following activities Ensure the highest level of client service and risk mitigation through proactive client account management support with client on-boarding (liaising with IMO), credit monitoring (liaising with CA COE) and flow maintenance
Actively engage and collaborate with Clients, Senior Bankers/Bankers and Product Partners to understand and respond to any issues/concerns relating to the ongoing account maintenance including highlighting any unusual utilization patterns to coverage teams
Provide proactive support on account maintenance activities like documentation, reporting etc by engaging and collaborating with the client, IMO, CA, MDU, Legal and Compliance and relevant ops teams as required to ensure the clients expectations are met or exceeded
Escalate issues/concerns relating to account maintenance activities to the CM Team Lead for follow up as relevant

Documentation Credit (existing deals Renewals/Amendments) & Other (Excluding credit approvals)

Engagement and coordination with Legal & Compliance, Credit, IMO, CDU and Clients on standard documentation requirements such as standard terms, country supplements, banking facility letter, master credit terms, supplementary letters etc
Obtain necessary approvals for T&C deviations on standard documentation from the relevant authoriser as necessary
Follow through to ensure documentation completion and validate limits are correctly loaded/reflected in TP systems
Ensure document deficiencies are minimised (as reflected in DDW etc) and are rectified in a timely manner
Engage and follow up with IMO if required with respect to any outstanding CDD related items eg Update known changes, respond to case queries, CDD overdues, approval/review of CDD cases, etc

Account Management & Portfolio Quality (Excluding credit approvals)

Manage flow maintenance on client portfolio as assigned Examples of flow maintenance are specified below
As a secondary qualitative measure, in the event that key client data hasnt been accurately captured by IMO or any other data capture owners, ensure general portfiolio hygiene of client data ie correct client tagging, limit information, segment classification etc in SCI, WorkBench
Annotate on past dues and excesses daily in the portfolio ie Ensure excesses/past dues are regularized on time and cash/cheques are released on time Any exceptions to be highlighted to Banker and CA
Act as escalation points for Unsettled (FX) Past Due Trades reports & Failed trades reports, working closely with Operations where relevantSupport Loan Drawdown, Cash Management, LTP Trades (FI), Trade Offerings & Audit Confirmations
Manage any client related data queries and remediation efforts, including first level escalations on account maintenance activities
Seek transactional approvals as necessary (ie trade, cash) and release trade offerings on time to ensure faster TAT on trade transactions
Attend ASTAR Review meetings as appropriate and articipate in relevant business meetings, forums or committees as required
Provide support on other projects as assigned

Processes

Ensure adherence to all internal/regulatory policies & regulations eg Policies and procedures in RiskPod (FATCA, Credit, BCA overdue, etc)
Identify and escalate any operational risks relating to the client portfolio account management and escalate to the CM Team Lead
Co-ordinate with Ops/GSSC to rectify any ops related issues which can be resolved locally and issue Standard Instruction Forms (SIFs) wherever required within authority

Risk Management

Ensure data quality of all AML and Credit documents/files meets CIB standards to facilitate Banker decisions on risk acceptance
Escalate any identified Operational Risk issues to the CM Team Lead (or BORM in the absence of the CM Team Lead)
Be proactive in ensuring compliance with Bank policies and procedures and lead preparation of client files for audit purposes

Governance

Responsible for assessing the effectiveness of the Groups arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas
Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role
Responsible for delivering effective governance; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner

Regulatory & Business conduct

Display exemplary conduct and live by the Groups Values and Code of Conduct
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct
Help drive the [country/segment] business to achieve the outcomes set out in the Banks Conduct Principles Fair Outcomes for Clients;Financial Crime Compliance; The Right Environment
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters
Adhere to local regulator, prescribed responsibilities and Rationale for allocation

Other Responsibilities

Embed Here for good and Groups brand and values
Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

Key Stakeholders

Internal

Credit Analyst and Correspondent Banking Due Diligence (Banks)/Client Risk Manager (NBFI) for designated portfolio (as relevant)
Product partners for designated portfolio
Key functional partners ie IMO, CET, Credit, CDU, MDU, Legal, Compliance, Product Ops (Trade, Cash, FMO etc), Finance, Marketing
CM Team Lead
Segment Leadership team

External

Clients
Legal firms, Audit
Market Data Services providers

Our Ideal Candidate

Bachelor degree in Banking or Finance preferred
Ideally 5 years experience in banking or other relevant environment
Risk & AML certified as stipulated by Bank policy
Languages English and/or local language skills as relevant to country requirements

Apply now to join the Bank for those with big career ambitions

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry :
  • Risk/Credit/Economic
  • Functional Area : Banks/Insurance/Financial Services
    Role :
  • Salary : As per Industry Standards
    Deadline : 15th Apr 2020

    Key Skills:

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