Job offer
Relationship Officer Team Lead
The Relationship Officer Team Lead is responsible for leading a team of Relationship Officers and ensuring the proper execution of client portfolios. The role includes monitoring exit processes, communicating with clients and stakeholders and ensuring quality standards.
Job description
As part of HSBC in Switzerland, you will help advise our clients and grow our business.
Tasks
- Management of a team of 6-10 Relationship Officers and 1-2 assistants
- Ensure handover of customers and solutions to the team
- Ensure the transfer of information to the CBP team
- Execute exit processes efficiently, proactively and accurately
- Ensure that KPIs and KRIs are met
- Having difficult conversations with customers
- Managing Relationship Officers under the aspect 'Report on the business' and 'Key objectives'
- Ensure direct costs, P&Ls and constructive ADP management
- Leading a substantial, focused and motivated team
- Building and maintaining working relationships with key stakeholders
Responsibilities
- Ensure that the team maintains the highest standards of customer service
- Monitoring the timely closure of accounts and adherence to compliance requirements
- Perform checks in transactions, exception monitoring, proactive recalls and SAFE verification
- Create profit & loss reports for bank exit accounts
- Provide proactive updates on exit processes to key stakeholders
- Manage DGIF/Payment/Trade tickets for all important customer structures
- Signing daily accounts with B2B2C
- Ensure quality control and key performance results
- Identify and eliminate system and process weaknesses
- Support the Closing Simplification Initiative and participate in the global initiative
Requirements
- Ability to motivate and lead a team
- Excellent organizational and communication skills in French, German and English
- Strong negotiation skills
- Experience in financial services and a proven track record
- Knowledge of banking products and processes
What we offer
- Career support, including access to development programs, mentoring and coaching
- World-class learning through our HSBC University
- Health and well-being programs
- Flexible benefits that are tailored to your loved ones
- Employee Assistance Program, available 24/7
- A variety of employee affinity groups
Job details
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