Head of Client Services and Sales Support
Responsibilities
The main mission of the head of desk is to deliver support to each sales team and to secure business processes while ensuring service quality and continuous process improvement.
The goal is to contribute to the achievement of short and long-term strategic growth plans of BLs in GTPS AMER platform.
The objective of the desk is to establish and develop positive, mutually beneficial business relationships with clients and key stakeholders. The primary responsibilities are as follows:
Client Service Function
- Approve operational losses and perform the follow up of the loss inventory
- Handling of BO escalation on payment/checks /account reconciliations
- Perform validation tasks in PEGA Payments and Compliance cases
- Perform PEGA case monitoring in coordination with CS PEGA Case Basket Administrator.
- Act as backup of Client Service Supervisor when needed.
- Perform validation of tasks in Client Service activities.
- Ensure the segregation of duties in executing day to day tasks.
- Ensure CST KPIs are achieved, and service quality is maintained.
- Ensure Permanent Supervision controls are performed and validated without exception
- Liaise with Back offices to ensure client satisfaction and
Sales Support Function
- Follow-up on client requests and needs in coordination with Front-Officers
- Ensure that the day-to-day sales support tasks are performed without delay and with proper backups in place in coordination with FO and BO.
- Participate in back-office meetings to ensure we have the appropriate support and level of controls in place to generate the business performances.
- Ensure that the business key performance Indicators are correctly recorded and reported to financial results.
- Monitor risk aspects related to credit facilities for overdraft and standby letters of credit while respecting AMER delegation levels
- Take active part in the business development initiatives of AMER platform
- Be part of NPC if relevant.
- Support Internal audit and perform audit recommendations within their deadlines in coordination with COO team.
Profile required
DIVISION DESCRIPTION:
Global Transaction Banking and Payment Services (GTPS) Americas is composed of three Business Lines: USD Cash Clearing Services, Payment and Cash Management Services and Trade Finance Services. GTPS provides corporate clients, financial institutions, Societe Generale entities and business lines with a wide range of payment products and services such as USD payments, corporate cash management services, check services, foreign exchange conversions and standby letter of guarantees.
SKILLS AND QUALIFICATIONS:
Must Have:
- BA or Master’s degree
- Strong knowledge of Transaction Banking Payments services.
- Good knowledge of Payment Systems and Client Management Tools
- Working knowledge of trade finance
- Understanding of risk, AML, and sanctions compliance procedures
- Strong interpersonal, communication (written and verbal) and partnering skills
- Ability to successfully manage team and prioritize multiple tasks
- Client focused approach while maintaining the Group’s risk, control, & compliance policies
- Proactive, detail-oriented, driven to work in a fast-learning environment
- Ability to prioritize and work in a dynamic, deadline-focused environment
- Ability to work independently with minimal supervision and able to meet deadline
Business insight
Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.
OUR CULTURE:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)
D&I:
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
Our Diversity & Inclusion Vision:
- Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
- Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
- Engage our community and marketplace, and position the organization to meet the needs of all its clients
For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/societe-generale-about/diversity-and-inclusion/)
HYBRID WORK ENVIRONMENT:
Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable business lines will determine and communicate the work arrangements that best meet their business needs.
COMPENSATION:
Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.