At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our Buffalo, New York office.
The role holder is responsible for providing centralized client integration encompassing the testing, production deployment, and ongoing support of Global Liquidity and Cash Management (GLCM) e-Channels file based solutions. They will also provide management and GLCM consultancy services to clients that are identified under the Key Account Management Program (KAM).
Business Impact
- Participate in key deals to assist Sales to closing deals with major customers.
- Work with RM’s and Client Service to retain current clients and increase wallet share
Customers/Stakeholders
- Manage and track the service deliveries in the various Client Integration operational areas
Leadership & Teamwork
- Establish and maintain excellent working relationships with the key HSBC stakeholders and integration teams
- Identify areas and opportunities for growth and expansion in Client Integration to ensure that ‘Best in Class’ integration service is delivered
- Where possible assist the establishment of Client Integration in emerging areas of GLCM within the Group
- Represent the interest of Client Integration at steering committees and working groups
- Support new and existing colleagues promoting and contributing to an engagement culture.
- Enhance the Bank’s image in the marketplace to build key relationships with third parties.
- Live the Group values
- Act as an ambassador for the team and contribute fully to its development, effectiveness and success.
Operational Effectiveness & Control
- Respond within agreed timelines to issues raised by audit and external regulators.
- Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns.
- Maintain and observe all HSBC control standards and implement and observe the Group Compliance Policy, including the timely implementation of recommendations made by internal/external auditors and external regulators.
- Maintain awareness of operational risk and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting.
- Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy.
- Ensure all activity documentation is complete to provide performance tracking
Major Challenges
- The job holder is expected to inculcate a strong presales and delivery culture within the client integration team to ensure GLCM sales are supported effectively. Clients are more demanding and products are being introduced with newer technology to compete with other banks.
- The job-holder is expected to be able to have a high level of market awareness on competitions across all HSBC participated market segments.
- The job-holder must be familiar with the complexities of the various deals (e.g. customers’ operating environment and the regulatory framework), and yet ensure a balanced strategic management of key stakeholders’ expectations is taken. The job-holder also has to build a credible and strong track record for HSBC to win more mandates. The job-holder is also required to seek continuous improvement to upgrade the service level of Client Integration and enhance relationship management so as to build long term Cash Management customer relationship. The ultimate goal is to extend the strength and reputation of HSBC’s technical implementation function to maintain HSBC’s competitive edge, thereby contributing to building HSBC as the premier Cash Management service provider
Role Context
- As GLCM’s Client Integration proposition is a key cornerstone and competitive edge of HSBC, this role is instrumental in driving a strong proposition for the Client Integration discipline. The jobholder formulates and executes strategies, initiatives and projects with a view to ensuring the delivery of high quality implementation to clients.
- The jobholder has the authority to define and institute an implementation process that is best in breed compared with the competition. Jobholder has the responsibility to ensure Client Integration processes are efficient and effective on an ongoing basis.
- Client demand is increasingly focused on the provision of a broad range of integrated cash management solutions encompassing disbursements, collections and liquidity management, all delivered through a suite of interoperable delivery channels which can be seamlessly integrated to their own back office systems. This requires the provision of high quality and consistent solution that is flexible and modular. The dynamic market conditions and increased sophistication of the diverse customer base means that solutions are tailored and precedents are limited.
- Whilst the jobholder proactively contributes to the development of regional Client Management strategy, the job holder operates largely autonomously with loosely defined boundaries to build an “Undisputed Client Integration” team and is required to take a very proactive and forward thinking perspective in identifying ways to strengthen the function and business.
Management of Risk
- The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organization.
- The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology. Additionally, they will ensure they effectively manage sales suitability, money laundering, counter terrorist financing, fraud, and reputational risk.
- This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring. Also by addressing any areas of concern in conjunction with line management and/or the appropriate department.
Observation of Internal Controls
- The jobholder will adhere to and be able to demonstrate adherence to internal controls. This will be achieved by following relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.
- The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply.
Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions.
Essential
- 8 plus years’ experience in Corporate Treasury and/or Global Liquidity and Cash Management (GLCM)
- Proven project management experience managing multiple complex global projects with conflicting timescales
- Proven experience with GLCM file/ internet based e-solutions with the ability to relate to Corporate business requirements and capabilities
- Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
- Ability to interact with business customers at all levels
- Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
- Excellent time management, planning and organization skills
- Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
- Strong analytical skills
- Strong credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
- Proven ability to deliver creative and flexible customer solutions.
- Ability to understand a customer’s business and the fundamentals of running a business
- Strong level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
Desirable
- Knowledge of CMB’s international proposition / product capabilities.
- Broad knowledge of HSBC Group capabilities.
- Qualification to a University Degree and/or training courses.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.