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Bank Of America Assistant Vice President/Vice President Client 
China, Hong Kong, Hong Kong Island 
974421537

17.12.2024


Responsibilities:

  • Act as primary service point for a portfolio of FI, NBFI and/or corporate clients. To service the needs of local and regional clients for our Global Payments Solutions (GPS), Corporate Banking (CBK) and Global Commercial Banking (GCB) businesses.
  • To execute the servicing strategy as well as execution of the agreed upon processes.
  • Work closely with key business stakeholders including Sales, Operations and Fulfillment teams leveraging teamwork to provide the client with a seamless and world class experience.
  • Manage, log, and investigate the day-to-day servicing inquiries, complaints of all assigned and escalate as appropriate.
  • Provide consistent service and keep clients informed on status of all outstanding inquiries, as well as being able to resolve queries timely and accurately.
  • Conduct periodic service and scorecard reviews with clients including client visits.
  • Work independently with strong organizational skills to overcome challenges with requests and ensures our client’s needs are satisfied.
  • Actively join, support, and implement local or regional projects as assigned by the Client Services Manager and Department Head.
  • Cross functional support between Client Servicing and Fulfillment, Operations including handling of technical inquiries, training sessions for clients and supporting client implementation tasks.
  • Undertake regulatory remediation and ensure closures within designated timelines.
  • Ensure full compliance of all applicable laws and regulations, credit, OFAC, FATCA and KYC/AML policies as well as to exercise appropriate delegated authority.
  • Perform all duties as assigned by the Client Services Manager and Department Head.

Skills:

  • In-depth knowledge of customer service principles and practices.
  • At least 8+ years of working experience in Client Servicing or a similar client-facing role in the banking industry focusing on treasury and cash management solutions for FI/NBFI and or Corporates clients.
  • A good understanding of Treasury and Cash Management offerings, in-country banking system, account, payment delivery system and liquidity structures, as well as FI products i.e. SWIFT, USD clearing system, USD Ben Deduct.
  • Ability to communicate fluently in English, Cantonese and Mandarin. Written simplified Chinese is a-plus.
  • KYC/AML-related documentation skills for clients.
  • Work experience with offshore operation center colleagues.
  • Ability to learn current market/industry events/trends and to adjust accordingly.
  • Self-motivated, flexible, proactive; excellent team player and able to work independent of direct supervision.
  • Must be a high impact player who exhibits forward thinking, promotes team effort, and demonstrates initiative.
  • Problem solving/analytical and organizational skills.
  • Strong technical and data analytical skills including ability/experience in analyzing, managing, and reporting findings from large sets of structured data.
  • Excellent presentations, communication, time management, analytical problem solving, interpersonal and teamwork skills.
  • Demonstrates passion to serve our clients and to operate as a client advocate.
  • Ability to manage multiple requests simultaneously that involves various levels of complexity and resolution timeframes.
  • Proven track record of operational experience within the payment, trade, or treasury space.
  • Excellent rapport with client contacts as well as internal partners at all levels.
  • Able to work under pressure and challenges.
  • Able to demonstrate experience with continuous process improvement. Ability to handle documentation requirements to onboard clients and for account maintenance.
  • Participate in internal initiatives/projects, taking ownership and deliver the execution of these projects (Document business requirements, support User Acceptance Test (UAT), etc.), Validate test files sent by clients.