As awithin the Commercial & Investment Bank, you will be responsible for supporting data management, client reporting, trade processes, and problem resolution. Your role will include performing product set-up, transaction processing, account maintenance, trade booking, and handling client inquiries. Inquiries are received via telephone, email, and CSX cases; while the volume of inquiries is relatively nominal, the complexity of the products requires a highly analytical team member.
Job Responsibilities
- Assist the Team Management in the oversight of the daily activities
- Support the Transaction Processing Manager through investigation, analysis, and provision of relevant data to resolve client queries as required
- Perform day-to-day operations of the Liquidity team which include trade booking, product set-up, client inquiries, adjustments, and reconciliations
- Identify issues, analyze problems, and provide viable solutions
- Possess ability to work under tight time constraints in a fast-paced environment
- Present to senior stakeholders when needed
- Learn complex products and functions across different regions
- Assist in preparing audit schedules, risk mitigation through uniform procedures covered by SAS70 or other reports
Required qualifications, capabilities, and skills
- Ability to communicate effectively and interact with individuals in and outside of the team
- Be a self-starter, with ability to work on own initiatives and to learn quickly
- Root cause analysis/problem resolution experience preferred.
- Ability to work under pressure in a volume driven environment
- Ability to be flexible, follow tight deadlines, organize, and prioritize work
- Ability to work quickly, with accuracy, and with minimum supervision
- Relevant financial industry experience
- Strong proficient in Microsoft Office products including Word, Excel and PowerPoint
Preferred qualifications, capabilities, and skills
- Bachelor's degree or equivalent
- Experience in root cause analysis and problem resolution