Specialist, Operations, Account Services, Corporate Banking Operations

Business Function

Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels.

Responsibilities

Corporate Account Services

• Process Management
  • Assist the section manager to manage the day to day activities of the section
  • Handle and process requests for CIF creation, account opening, change of mandate, change of address, miscellaneous account maintenance and related activities in Account Opening System (AOS), Finacle System, Imaging and Archival Hong Kong System (IAH) in accordance with the established processing/control procedures, operating Delegation of Authorization (DoA), service standards
  • Handle and respond to inquiries/requests from internal/external partners/customers on service and account services processing of related matters
  • Give suggestion for streamlining operational procedures, increasing productivity, enhancing operational control, achieving resource utilization (for surge of volume) by means of Management Tool Kit (MTK) continuously

• Compliance and Risk Management
  • Adhere, provide guidance to section members and comply with the rules, guidelines and regulatory requirement of the Bank, HKMA, MAS, etc pertaining to the operations, e.g. AML, Code of Conduct, Information Security
  • Comply with User Development and/or Managed Applications (UDMA) Policy requirement as well as UDMA governance process, control and support tasks, if required
  • Escalate exceptional/outstanding/suspicious transactions to unit/section manager and other relevant parties where appropriate for necessary action per the Enhanced Incident Escalation/Incident Management Policy
• Team Management
  • Provide coordination, guidance, coaching and counseling to section members in completing the section’s responsibilities
  • Promote and encourage open and good communication amongst all levels of members
• Project Management and Others
  • Support system enhancement for various systems to perform user acceptance tests, live verifications, drill tests, etc
  • Support preparation of FATCA, Common Reporting Standard (CRS), Deposit Protection Scheme (DPS) and various reporting to regulatorsSupport the preparation of periodic performance, productivity, risk matrix reporting to management
    - Support any initiatives, new services, ad-hoc tasks and perform coordinator role as designated (e.g. BCP coordinator, PC coordinator, housekeeping coordinator, etc)

Channel Management

• Perform customer setup and maintenance for internet enterprise banking services with accuracy and timelines user training, and onsite support if necessary, to customers
• Provide 2nd level client services.  Handle customer complaints and resolve / escalate problems in an efficient manner
• Manage the day-to-day operations.  Perform checking on subordinates’ work, reconciliation of General Ledger accounts, preparation of transaction and miscellaneous reports, etc.
• Comply with statutory rules and Audit / Risk Management guidelines.  Report any suspicious / outstanding transaction or incident to supervisor, Department Head and other relevant parties
• Streamline the work flow / processes for operation efficiency.  Review and improve the operation process flows for new enhancements
• Maintain good team spirit within the team and motivate colleagues.  Supervise junior staff in their job function
• Participate in UAT for new enhancements.  Review business requirements and functional specifications.  Prepare test cases and conduct testing
• Plan and participate in project initiatives and business development, e.g. customer implementation, business continuity management, review of operational procedures, policies and guidelines; specific and job related training, etc.
•  Meet the business goals as set for the section
•  Establish and maintain good relationships with internal customer segments
•  Handle regular and ad hoc tasks as designed by supervisor and Department Head
•  Comply with UDMA Policy requirement as well as UDMA governance process, control and support tasks, if required

Requirements

• Minimum 10 years of experience in a similar role within the banking or financial services industry
• Strong communication and interpersonal skills, with the ability to interact with clients and colleagues at all levels
• Excellent problem-solving and analytical skills, with the ability to think critically and make sound decisions
• Proficient in the use of relevant banking systems and software applications
• Ability to work in a fast-paced, dynamic environment and adapt to changing priorities

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

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