Treasury Support Team Leader

Kleinwort Hambros
 London, United Kingdom       Permanent contract        Banking Operations

Responsibilities

Description of the Business Line or Department

Banking Operations - Banking, Cards, eBanking, Open Banking

Fees and Billing

Securities Operations – Settlements, Corporate Actions, Transfers, Custody and Custodian oversight, Stock Data Management

Middle Office – Treasury Support and Treausry Middle Office, Private Banking and Investment Controls, Regulatory Reporting, Client Assets Oversight (including CASS), Reconciliations

CDD/AML Client On-boarding and periodic reviews

Relationship Management and oversight of 3rd Party Suppliers where Operations is the lead stakeholder

Core system custodian – re-certifications, User Acceptance Testing and Subject Matter Expertise

Operational Projects, End to End Process continual improvements

Operations SMEs for tactical and strategic projects


Summary of the key purposes of the role

Specific responsibility for the onshore and offshore teams responsible for the Treasury Support ensuring the timely processing of all requests. The teams are based in the UK and India (offshore service provider) and support the business in all jurisdictions.

This includes:

·         the delivery of all aspects of treasury support for internal and external clients of the Bank

·         ensuring the timely processing of all payments, Treasury and FX settlement, cash management and clearing items

·         Investigation of breaks and query resolution

·         Coordinate cash management requirements with Settlements in order that Custodian accounts are funded/defunded efficiently

·         Ensure client requests are handled efficiently and accurately and in accordance with established standards.

·         Support the development of treasury products, and work in conjunction with Front Office, Middle Office and ITEC to increase product take up and functionality enhancements whilst working as part of a cross functional team.

·         Lead the team and manage the development of team members.

·         Provide coaching, training and development opportunities, set and agree objectives and targets aligned with the business strategy.

·         Provide clarity and direction for accountable teams, setting and communicating business improvement objectives and managing performance to ensure that targets are met / exceeded.

Summary of responsibilities 

·         Lead the team and manage the development of team members.

·         Provide coaching, training and development opportunities, set and agree objectives and targets aligned with the business strategy.  

·         Continually review processes, procedures and systems, in conjunction with the team, the rest of the business and customers as appropriate, to ensure that opportunities for improvement are recognised and acted upon and changing customer needs are met.

·         Monitor nostro and suspense accounts and investigate any differences ensuring issues are resolved within set timeframes.

·         Where applicable, supervise the work of onshore and offshore teams allocating and prioritising tasks, monitoring work progress and ensuring standards and deadlines are met.

·         Check and review own work and the work of others for completeness and accuracy, identifying and correcting any discrepancies or errors.

·         Provide support to colleagues, sharing information and offering assistance when needed within the team.

·         Ensure adherence to KH Internal controls standards, systems and procedures that appropriate standards are maintained in all aspects of operational risk and compliance which are endorsed by subsequent audits.

·         Provide technical advice and support to team and clients on banking products.

·         Promote a climate which encourages improvement and innovation through applications of best practice and new ideas.

·         Handle complex and sensitive client requests, problems and complaints from internal and external customers and suppliers using experience to identify a range of options and take appropriate actions or make recommendations.

·         Represent Operations across the wider internal businesses, managing interfaces and ensuring that relevant financial procedures and controls are widely understood and observed.

·         Develop proficient points of contact, specialist advice and effective customer issue resolution.

·         Ensure customer service levels are monitored, reviewed and maintained for accountable teams and activities.      

·         Participate as SME and own projects working closely with other Team Leaders and Operations Managers to implement and embed change.

·         Participate in nostro review meetings and help complete the regular due diligence activities.

·         Monitor and improve the overall service delivery model of Treasury Support.

·         Develop and sustain a broad technical knowledge across a wide range of products and services.

·         Develop a deep knowledge of operational processes on K+ (Treasury Front Office) and Olympic (core banking) systems and across treasury markets and industries.

·         Update personal knowledge of regulatory and wealth management market, ensuring that the reputation of KH is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.


Profile Required

Competencies

·         Knowledge of treasury instruments/banking services and products

·         Knowledge of payment routing, swift and Bacs

·         Able to handle client enquiries courteously, efficiently and professionally

·         Able to effectively plan workload of self and team based on priorities and deadlines

·         Works to high standards of accuracy, quality and attention to detail

·         Able to effectively perform different tasks depending on needs

·         Can communicate information and ideas clearly to team and clients

·         Able to prepare and produce well-structured written materials

·         Knowledge of general office duties and standard banking procedures

·         Considers options available and finds best solutions to meet client needs


Why Join Us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.


Business Insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment.


We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, sexual or gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Job code: 20000JGL
Business unit: Kleinwort Hambros
Starting date: 09/11/2020
Date of publication: 12/10/2020
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Treasury Support Team Leader

Permanent contract   |   London   |   Banking Operations