Senior Mgr, Operations Control & Planning
渣打银行(中国)有限公司
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2017-02-28
- 工作地点:上海-浦东新区
- 招聘人数:若干人
- 职位类别:综合业务经理/主管 营业部大堂经理
职位描述
职位描述:
Scope of Role:
Branch Operations and Service planning and control to support CR/CA/BB businesses and channels including Retail, BB & CIB/CC/BB across all branches pan-China. The scope include but not limited to monitoring and well planning for branch operations & service capacity, driving initiatives related to HC optimization, productivity improvement and performance management, leading cash control and management across the country, supporting PCM to develop DOIs/local operations manuals for client experiences excellence, productivity improvement & risk mitigation., tracking reconciliation activities, coordinating country level internal audits, regulatory on-site or offsite inspections, regular or ad hot self assessment , tracking audit issues and CST findings and ensure remediate actions are completed within due date, handling regulatory/compliance and internal reporting of Branch Operations & Service related activities and taking on lead for ad hoc projects from Group and country, coordinating with business & ITO on branch facing infrastructure system activities (e.g. UAT, BRD & system manual etc.)
Key Responsibilities/Challenges:
Planning
? Provide efficient, reliable, responsive and professional operations support to Retail, BB & CIB/CC/BB branches.
? Learn, understand and strictly adhere compliance to local regulations requirements, bank policies and procedures in day-to-day responsibilities.
? Integrate frontline service resources by developing and implementing Branch Operations & Services Capacity Model for standardization, optimization and productivity improvement.
? Drive and support cost optimization initiatives to achieve cost saving target.
? Maintain staff headcount list by branch/city/region on regular basis.
? Monitor job rotation policy implementation on branch service staff and complete relevant MIS reports to fulfill regulatory requirements.
? Monitor and analyze the transaction volume vs. branch operations & service capacity to achieve HC optimization targets.
? Design scorecards for line managers to manage performance, ensuring targets are achieved for key Branch Operations & Service related metrics (e.g. Productivity, Service KPs, Operations Loss, Audit reviews, etc.)
? Handle regulatory and compliance reporting of Branch Operations related activities.
? Drive initiatives to improve service productivity to achieve cost optimization objective.
Operations & Control
? Lead cash control and management across the country - monitor branch cash holding trends, ensure daily cash limits remain within approved limits consistently and are balanced, ensure cash indents from branches are responded in time and cash contract review etc.
? Collect feedbacks from Branch Operations & Services and support PCM to develop DOIs/local operations manuals for client experiences excellence, productivity improvement & risk mitigation.
? Coordinate country level internal audits, regulatory on-site or offsite inspections and regular or ad hot self assessment , retrieving documents/information required, preparing management reports, tracking audit issues, CST findings and ensure management actions are completed within due date.
? Track reconciliation activities, handle regulatory/compliance and internal reporting of Branch Operations & Service related activities.
? Lead ad hoc projects from local regulators, Group and country, coordinating with business & ITO on branch facing infrastructure system activities (e.g. UAT, BRD & system manual etc.)
? Track and ensure the rectification actions identified from all kinds of audits/CST/Spot Check being effective and fully followed at branch/frontline service team.
? Analyze CST exceptions and audit findings to identify CDE issues and coordinate with process owners to close the gaps. Meanwhile, for COE issues, to conduce periodic review with regional BOSMs for improvement of the execution quality.
? Drive initiatives to improve processes through optimization, simplification and automation.
? Facilitate all Service related initiatives include but not limit to Five star branch competition, local regulatory required activities and CBA initiatives.
? Support all kinds of internal/external MIS and reports consolidation etc. on need basis.
People Development
? Support LCBA to develop training program and support branch operations & services to upgrade frontline capabilities and staff engagement.
? Ensure all the e-learning and other learning courses are completed in time.
? Take a proactive part in self-development courses to improve professional skills to better meet job requirements.
Anti Money Laundering Prevention
? Accountable for implementing and complying with AML requirements when performing duties.
? Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
Selection Criteria:
? A university degree with 5 year or above related banking experience
? Sound knowledge of bank products, services, procedures and regulations, equities markets, unit trusts and other personal investment services;
? Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations;
? Team player who shows initiative and assertiveness and good leadership qualities to motivate the team;
? Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements;
? Good command of both spoken and written Mandarin and English.
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Scope of Role:
Branch Operations and Service planning and control to support CR/CA/BB businesses and channels including Retail, BB & CIB/CC/BB across all branches pan-China. The scope include but not limited to monitoring and well planning for branch operations & service capacity, driving initiatives related to HC optimization, productivity improvement and performance management, leading cash control and management across the country, supporting PCM to develop DOIs/local operations manuals for client experiences excellence, productivity improvement & risk mitigation., tracking reconciliation activities, coordinating country level internal audits, regulatory on-site or offsite inspections, regular or ad hot self assessment , tracking audit issues and CST findings and ensure remediate actions are completed within due date, handling regulatory/compliance and internal reporting of Branch Operations & Service related activities and taking on lead for ad hoc projects from Group and country, coordinating with business & ITO on branch facing infrastructure system activities (e.g. UAT, BRD & system manual etc.)
Key Responsibilities/Challenges:
Planning
? Provide efficient, reliable, responsive and professional operations support to Retail, BB & CIB/CC/BB branches.
? Learn, understand and strictly adhere compliance to local regulations requirements, bank policies and procedures in day-to-day responsibilities.
? Integrate frontline service resources by developing and implementing Branch Operations & Services Capacity Model for standardization, optimization and productivity improvement.
? Drive and support cost optimization initiatives to achieve cost saving target.
? Maintain staff headcount list by branch/city/region on regular basis.
? Monitor job rotation policy implementation on branch service staff and complete relevant MIS reports to fulfill regulatory requirements.
? Monitor and analyze the transaction volume vs. branch operations & service capacity to achieve HC optimization targets.
? Design scorecards for line managers to manage performance, ensuring targets are achieved for key Branch Operations & Service related metrics (e.g. Productivity, Service KPs, Operations Loss, Audit reviews, etc.)
? Handle regulatory and compliance reporting of Branch Operations related activities.
? Drive initiatives to improve service productivity to achieve cost optimization objective.
Operations & Control
? Lead cash control and management across the country - monitor branch cash holding trends, ensure daily cash limits remain within approved limits consistently and are balanced, ensure cash indents from branches are responded in time and cash contract review etc.
? Collect feedbacks from Branch Operations & Services and support PCM to develop DOIs/local operations manuals for client experiences excellence, productivity improvement & risk mitigation.
? Coordinate country level internal audits, regulatory on-site or offsite inspections and regular or ad hot self assessment , retrieving documents/information required, preparing management reports, tracking audit issues, CST findings and ensure management actions are completed within due date.
? Track reconciliation activities, handle regulatory/compliance and internal reporting of Branch Operations & Service related activities.
? Lead ad hoc projects from local regulators, Group and country, coordinating with business & ITO on branch facing infrastructure system activities (e.g. UAT, BRD & system manual etc.)
? Track and ensure the rectification actions identified from all kinds of audits/CST/Spot Check being effective and fully followed at branch/frontline service team.
? Analyze CST exceptions and audit findings to identify CDE issues and coordinate with process owners to close the gaps. Meanwhile, for COE issues, to conduce periodic review with regional BOSMs for improvement of the execution quality.
? Drive initiatives to improve processes through optimization, simplification and automation.
? Facilitate all Service related initiatives include but not limit to Five star branch competition, local regulatory required activities and CBA initiatives.
? Support all kinds of internal/external MIS and reports consolidation etc. on need basis.
People Development
? Support LCBA to develop training program and support branch operations & services to upgrade frontline capabilities and staff engagement.
? Ensure all the e-learning and other learning courses are completed in time.
? Take a proactive part in self-development courses to improve professional skills to better meet job requirements.
Anti Money Laundering Prevention
? Accountable for implementing and complying with AML requirements when performing duties.
? Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
Selection Criteria:
? A university degree with 5 year or above related banking experience
? Sound knowledge of bank products, services, procedures and regulations, equities markets, unit trusts and other personal investment services;
? Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations;
? Team player who shows initiative and assertiveness and good leadership qualities to motivate the team;
? Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements;
? Good command of both spoken and written Mandarin and English.
职能类别: 综合业务经理/主管 营业部大堂经理
公司介绍
渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。
渣打集团有限公司在伦敦及香港的交易所上市。
作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
2021年,渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉,包括: “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。
联系方式
- Email:tasfgto.chinahr@sc.com
- 公司地址:上海市浦东新区世纪大道201号渣打银行大厦18楼 (邮编:200120)