Client Outreach Refresh Specialist

Client Outreach Support Specialist

Belfast, United Kingdom

Role Responsibilities

• Support the GCIB Client Outreach executives on routine and ad hoc requirements
• Procure daily reporting, ensure data integrity, investigate and raise related issues with the Analytics team
• Develop tailored ad hoc data views and translate them into business insight via presentations to senior stakeholders
• Partner with GCIB Strategy teams to ensure product growth is captured and considered in KYC forecast processes
• Partner with KYC Change to design a process to collect, consolidate and feedback policy observations made by clients as part of ongoing improvement of Bank processes and industry practices
• Support the FLU periodic population review and capacity analysis to ensure teams are able to deliver Outreach requirements across sectors, regions and client types
• Drive the FLU portion of the process to ensure restrictions and closures adhere to requirements and consider appropriate risks
• Monitor and elevate any issue remediation concerns or challenges
• Design and deliver an effective data management framework
• Provide oversight for FLU KYC processes and related control metrics
• Design and implement the build out of an appropriate FLU governance framework as it relates to KYC requirements, and partner with other FLUs and Ops to ensure alignment across the AML program
• Identify and draft documentation of processes and formal guidelines as they relate to Outreach and associated FLU processes
• Identify and develop control dashboards to effectively measure and monitor performance across the various deliverables
• Own ad hoc reporting as it relates to Outreach performance, delivery and output; partner with Ops on central reporting as appropriate
• Coordinate and support our Location Strategy, including partnering with Corporate and Infrastructure Services
• Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, HR and other groups as needed
• Review Bank policies for team adherence, and consider the need for frameworks, monitoring and controls for future opportunities including AI and industry portals
• Work on exam/audit/regulatory management from a FLU perspective, where needed
• Drive a collaborative and output-oriented culture

Required Skills

• Bachelor’s degree (Business, Mathematics, Data Analytics, Operational Research) or equivalent work experience
• Demonstrated experience of business analytics, governance, control, risk, financial or process oversight in a role crossing multiple time zones within the financial services industry
• Additional affiliation with Tableau, Alteryx, Power BI is a plus
• Demonstrable experience of designing strategic initiatives with clear required outcomes, outputs, and the pathway and requirements for delivery
• Understand big picture and ability to work well independently
• Ability to initiate and build strong relationships with all levels of the organization
• Excellent interpersonal skills for motivation, collaboration and encouragement
• Professional demeanor: Demonstrating patience, composure, and positive attitude
• Problem Solving and Decision-Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems
• Flexibility and Adeptness: Handling multiple projects and daily tasks, adjusting to a changing environment, adept to new approaches that improve overall work efficiency and effectiveness
• Initiative: Identify process improvements, demonstrate a “self-starter” behaviour and a willingness to help others, and show potential to require minimal supervision
• Strong organisational skills and ability to prioritize and manage competing priorities with excellent attention to detail
• Excellent proficiency using Microsoft office products, particularly Microsoft PowerPoint, Excel, Word

Benefits

• Private healthcare for you and your family
• Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons
• 20 days of back‑up childcare including virtual tutoring and 20 days of back‑up adult care per annum
• The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc
• Use of a flex fund to use towards benefits
• Access to an emotional wellbeing helpline, and virtual GP services
• Access to the Peppy App which provides 1:1 support, consultations and resources relating to men’s health, women’s health, fertility, menopause and pregnancy & parenthood
• Access to a range of gyms, exercise classes and wellbeing Apps through Wellhub, including Headspace and Calm
• Ability to donate to charities of your choice directly through payroll and the bank will match your contribution
• Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Equal Opportunity Statement

We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, political opinion, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio‑economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We monitor the community background and sex of our job applicants and employees in order to demonstrate our commitment to promoting equality of opportunity in employment and to comply with our duties under the Fair Employment & Treatment (NI) Order 1998.

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