Candidate Profile Details:

• Degree/Certifications Required: no
• Years of experience: 2 plus
• Reason for request/why opened: covering for a leave
• % Interaction with Stakeholders: yes – high amount
• Project Scope: no, BAU supporting Client
• Team Size: 9
• Personality Style/Team Culture: positive attitude, hard worker, working well in a team environment
• Selling Points of Position: opportunities, growth, and challenges

Best Vs Average Candidate:

• Cairo, Carma experience – would be highly desired!
• Back office, data reference role
• How will performance be measured: deliverables

Summary Of Day To Day Responsibilities:

• Responsible to build and maintain strong relationships with all stakeholders across the bank and be available to service the deal flow with tight deadlines from global desks in order to be operationally ready
• Process, manage and maintain client and credit limit data in various systems for new and existing clients
• Analyze and resolve exceptions from various reconciliation process
• Provide prompt and accurate responses to inquiries, escalating when necessary.
• Ensure standard operating procedures are updated regularly as needed
• Provide training to team members on best practices and processes as well as guide junior staff for the completion of business as usual functions
• Undertake project tasks as required, work with project or strategic resources to provide understanding of team functions and help with business requirements
• Collaborate with key business and technology partners to ensure a clear end-to-end project understanding and view
• Validate completeness of operational readiness activities and cutover planning for projects nearing go live and communicating status to Management team.
• Assist with gathering data for internal auditors and other control areas as required
• Work with manager to escalate known issues to the appropriate business partner and/technology partner
• Assist manager to ensure distribution of work and management of team mailbox are efficiently handled and prioritized to ensure quality and efficiency
• Put forward creative, innovative ideas to streamline processes and simplify the way we operate
• Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as keeping everyone up-to-date on the status of routine activities

Global Operations & Business Services Overview:

• Global Operations and Business Services employees are outstanding individuals whose varied talents and experience bring value to the way they deliver for the franchise. Whether you are analytical or creative, business savvy or a people person, Global Operations and Business Services provide an ideal opportunity to succeed.
• The Global Operations and Business Services team is a diverse and dynamic group of 850+ people delivering continued business success through leadership, collaboration, innovation and forward-thinking. We provide critical infrastructure services that support and/or control the trading, investment and corporate banking functions of Client.
• Within our core values, we champion a culture of diversity, inclusion and community support/giving.

Department Overview:

• Our team believes the Bank of the future will be driven by customer centricity. By understanding and meeting the needs of our customer, Client will set itself apart as the Bank that truly “thinks customer”.
• The mandate of the Credit Reference Data Services team is to provide our clients globally a seamless credit onboarding experience, by managing, analyzing and processing client and credit data across Client trading and credit risk systems in accordance to credit agreements.
• We are a diverse and talented team that provides an integral core function to the business and your role is a key part of our success.
• By understanding the needs of our business partners, our purpose is to deliver complete and accurate data integrity.
• In Data Enablement we live Client’s Shared Commitments; we execute with speed and impact, innovate with purpose, act like an owner, think like a customer and develop our colleagues.

Job Description:

• Are you a professional who has a passion for data and can work collaboratively in a dynamic and evolving work environment? Do you want to build the foundation to a successful career while being part of the better bank? If so, a career at Client Data Services may be the right fit for you.
• In this role, you will:
o Responsible to build and maintain strong relationships with all stakeholders across the bank and be available to service the deal flow with tight deadlines from global desks in order to be operationally ready
o Process, manage and maintain client and credit limit data in various systems for new and existing clients
o Analyze and resolve exceptions from various reconciliation process
o Provide prompt and accurate responses to inquiries, escalating when necessary.
o Ensure standard operating procedures are updated regularly as needed
o Provide training to team members on best practices and processes as well as guide junior staff for the completion of business as usual functions
o Undertake project tasks as required, work with project or strategic resources to provide understanding of team functions and help with business requirements
o Collaborate with key business and technology partners to ensure a clear end-to-end project understanding and view
o Validate completeness of operational readiness activities and cutover planning for projects nearing go live and communicating status to Management team.
o Assist with gathering data for internal auditors and other control areas as required
o Work with manager to escalate known issues to the appropriate business partner and/technology partner
o Assist manager to ensure distribution of work and management of team mailbox are efficiently handled and prioritized to ensure quality and efficiency
o Put forward creative, innovative ideas to streamline processes and simplify the way we operate
o Help build a positive, diverse and equitable work environment by promoting team effectiveness as well as keeping everyone up-to-date on the status of routine activities

Job Requirements:

• University or college degree with relevant experience
• Sound knowledge and understanding of trading businesses and understanding of the operating environment, business processes and procedures, and the transaction lifecycle for Client Data Services as it relates to all businesses supported (e.g., Enterprise Distribution, Fixed Income, Institutional Equities, Corporate Lending, etc.)
• Demonstrate excellent organizational, problem-solving, interpersonal, leadership and time management skills
• Ability to effectively train
• Motivated to learn quickly and deliver on business deadlines in a fast paced work environment
• Self-motivated with the ability to exercise good judgment and solve problems effectively
• A go-getter who can exercise initiative and ability to handle several tasks and changing priorities
• Excellent written and verbal communication skills
• Hands on knowledge of MS Office (Word, Excel, Visio and Outlook)
• VBA and technical skills is an asset

Must Have:

• Strong communication w/various stakeholders
• Credit exp/ Reconciliation exp
• Trading knowledge
• Exp working with data

Nice To Have:

• Cairo
• Carma