
Associate Client Delivery
- Warszawa, mazowieckie
- Stała
- Pełny etat
- Perform end-to-end orchestration across all processes and services, related to New to Bank CDD, managed by Client Management
- Engage clients throughout process, ensuring seamless delivery and client experience
- Own and drive execution of processes, working closely with stakeholders and the value chain to deliver excellent client service, getting clients to the point of ready-to-transact as quickly as possible, across both simple and complex cases.
- Adhere to first-time-right principles
- Provide insights and suggestions to improving processes, identifying opportunities to streamline and automate. Look at ways to promote standard work and best practices.
- Undertake ad-hoc duties and when delegated by Line Manager and Client Management Head
- Demonstrate strong knowledge of client needs for the assigned client portfolio and able to engage clients effectively• Perform regulatory onboarding (e.g. FATCA, CRS) activities
- Conduct checks on CDD as applicable
- Respond and clear queries from Checkers / Other Specialists / Business CRM on a timely manner
- Work in partnership with all relevant stakeholders effectively within the end-to-end CDD process
- Where serving as a checker, perform checks on CDD output from Client Management Makers, ensuring they adhere to policies and standard work
- Escalate or enforce compliance requirements, and follow any other relevant internal controls and procedures as they relate to process, products, policies and regulation
- Strong ability to positively influence stakeholders across value chain to both orchestrate and execute on processes and deliver exceptional client service and experience
- Ability to positively engage and build rapport with clients
- Strong writing and presenting skills in English
- Problem solver; looks for solutions and finds ways to progress despite blockages
- Strong drive to deliver
- Has a clear understanding of the client needs being serviced
- Ability to work independently without direct supervision and able to cope with pressures from tight deadlines
- A team player with good interpersonal skills
- Risk & AML certified as stipulated by Bank policy (role based)
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.