Associate, Client Management - Frankfurt am Main, Deutschland - Standard Chartered

Standard Chartered

Geprüftes Unternehmen

Frankfurt am Main, Deutschland

vor 2 Wochen

Geschrieben von:

Lena Wagner

beBee Recruiter

Beschreibung

Job:
Institutional Banking

Primary Location:
Europe & Americas-Germany-Frankfurt

Schedule:
Full-time

Employee Status:
Permanent

Posting Date: 14/Jul/2023, 3:09:49 AM

Unposting Date:
Ongoing

JOB SUMMARY

The role is responsible for:

Perform endtoend orchestration across all processes and services managed by Client Management
Engage clients throughout process, ensuring seamless delivery and client experience
Own and drive execution of processes, working closely with stakeholders and the value chain to deliver excellent client service, getting clients to the point of readytotransact as quickly as possible, across both simple and complex cases.
Ensure alignment between CCIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps
Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processe

RESPONSIBILITIES

Strategy

_ Targeted Improvements_

Act as a service partner, work together with RMs, Product Sales, Operations and other key internal stakeholders to solve client issues and identify opportunities to improve overall service for the clients
Ensure uniform approach towards the implementation of Client Management model in the country with a focus on service differentiation based on client tiering and value. Ensure that the model is scalable, bestinclass, clientfocused and fit for purpose of client delight
Deliver excellent service against agreed service standards, delivery standards, and mínimal error rates as appropriate

_Automation and Streamlining_

Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processe

Adherence to changes in line with the Client Management destination model and DOIs

Business

Ensure alignment between CCIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps
Provide quality support and advice to Relationship Managers (RM's) within all lending units on all documentation related matters, including the origination of documentation for customers where required
Deliver excellent service and advice to our Corporate, Commercial & Institutional Banking ("CCIB") clients in all interactions for their channel activation pretransactional enquiries/setup, trainings and other channel related issues

Processes

_ General_

Perform endtoend orchestration across all processes and services managed by Client Management
Engage clients throughout process, ensuring seamless delivery and client experience
Proactively manage the relationship health and day to day maintenance activities of the client accounts and deliver the highest quality client service
Own and drive execution of processes, working closely with stakeholders and the value chain to deliver excellent client service, getting clients to the point of readytotransact as quickly as possible, across both simple and complex cases.
Adhere to firsttimeright principles
Provide insights and suggestions to improving processes, identifying opportunities to streamline and automate. Look at ways to promote standard work and best practices.
Undertake adhoc duties and when delegated by Line Manager and Country Client Management Head

_Client Relationship Management_

Demonstrate strong knowledge of client needs for the assigned client portfolio and able to engage clients effectively
Build trust and strong account management support to clients including but not limited to loan drawdowns, overseeing the resolution of client related complaints, issues and escalations
Provide sound advice to clients on associated documentation requirements (e.g. credit documentation, account monitoring activities etc.)

_Client Due Diligence (CDD) and Regulatory Onboarding_

Support all relevant onboarding processes
Support network onboarding processes
Respond and clear queries from CCMs / Makers / Checkers / Other Specialists / Business CRM on a timely manner
Work in partnership with all relevant stakeholders effectively within the endtoend CDD process
Escalate or enforce compliance requirements, and follow any other relevant internal controls and procedures as they relate to process, products, policies and regulations

_Credit Documentation_

Engage and coordinate with Legal & Compliance, Credit 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
Perform credit documentation activities for the deals flowing from CCIB
Conduct checks on Credit Documentation output as applicable
Ensure that the data sources used f