Commercial Banking Analyst – Ottawa : 00008M71

Job Information
HSBC Bank Canada_logosm
Author pmnationtalk
Date January 6, 2017
Type Full Time
Company HSBC Bank Canada
Location Ottawa, ON
Category Analyst
Client HSBC Bank Canada
Contact Information
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HSBC_slogo

Commercial Banking Analyst – Ottawa : 00008M71

Employment Type: Regular

The role is to proactively support Corporate Relationship Managers (RM) to enable them to deliver the optimum contribution towards the CBC Annual Operating Plan (AOP), improve client engagement, maximise operational efficiency and allow the RMs to spend more time with clients and grow income.

The role holder will work closely with the RMs in preparing call reports, research for the client and sector / industry, financial / operating analysis, account conduct, supplier / buyer analysis and other referred remarks in CARM. In addition, supporting RMs at client meetings, preparing remarks, coordinating the application process, security and product/solution process on behalf of the RMs, and ensuring that appropriate systems are kept up to date and used efficiently.

The role holder will also take responsibility for dealing with all aspects of clients’ renewal applications and working on ad hoc projects including (but not limited to): concern lists, sector analysis, client portfolios and others as required.

Impact on the Business

  • The role is to proactively support Corporate Relationship Managers (RM) to enable them to deliver the optimum contribution towards the CBC Annual Operating Plan (AOP), improve client engagement, maximise operational efficiency and allow the RMs to spend more time with clients and grow income.
  • The role holder will work closely with the RMs in preparing call reports, research for the client and sector / industry, financial / operating analysis, account conduct, supplier / buyer analysis and other referred remarks in CARM. In addition, supporting RMs at client meetings, preparing remarks, coordinating the application process, security and product/solution process on behalf of the RMs, and ensuring that appropriate systems are kept up to date and used efficiently.
  • The role holder will also take responsibility for dealing with all aspects of clients’ renewal applications and working on ad hoc projects including (but not limited to): concern lists, sector analysis, client portfolios and others as required.

Customers / Stakeholders

  • Participate in the deals and discussions with clients alongside the RMs to gain as much experience of relationship management and the management of complex international credits
  • Enhance and develop mutually beneficial relationships with clients; applies acquired knowledge to provide assistance to clients
  • Liaise and work with colleagues to ensure the best possible experience and outcomes for customers, employees and the Bank
  • Effective interaction with the teams within CMB, Service Delivery, Credit Risk and across the wider Bank
  • Identify and escalate service delivery issues

Leadership & Teamwork

  • Ensure clarity and accuracy when conveying information to senior / line management
  • Coordinate and oversee work to meet to meet agreed deadlines
  • Coach team members and develop skills
  • Ensure effective and continuous dialogue within the front office and Case Management team(s)
  • Demonstrate courageous integrity
  • Promote an environment that supports diversity and reflects the HSBC brand.

Operational Effectiveness & Control

  • Check and correct problems that are not immediately evident in existing systems or processes
  • Understand and adhere to established policies and procedures in team
  • Ensure the application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks
  • Possess responsibility for the delivery of efficient, accurate and timely processing of clients requests and transactions
  • Maintain awareness of operational risk within assigned portfolio and minimise 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.
  • Compliance with and management of sales suitability risks and requirements
  • Ensure all completed sales and prospecting activity documentation is appropriately completed, approved and stored to provide performance tracking, targeted future sales efforts and compliance with sales and transactional suitability guidelines and requirements
  • Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
  • Complete other responsibilities, as assigned.

Major Challenges

  • Contributing to the team to support the delivery of income and growth.
  • Supporting implementation of changes and initiatives within CMB or the front office support team in a timely manner.
  • Ensuring focus on delivering the requirements of the role and maintaining close links with stakeholders.

Role Context

  • The role is a part of the front office team and is responsible for supporting the RMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives.
  • The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organisational standards are maintained and that the Banks policies and procedures are adhered to throughout CMB in order to mitigate risk.

Management of Risk

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.
  • The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation. This will be achieved by consistently displaying the behaviours required to support the Best Place to Bank principles of Make Better Products, Sell Them Properly and Keep Them Sold.
  • 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.
  • 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

  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
  • The jobholder will also adhere to and be able to demonstrate adherence to internal controls. This will be achieved by adherence to all 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 Compliance. The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply.
  • This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity.
  • 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.

Qualifications

KNOWLEDGE

  • Broad knowledge of the Bank’s structures, products and services
  • Appreciation of the changing economic, social and governmental environment in Canada
  • Knowledge of international business and various industry sectors
  • Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI

EXPERIENCE

  • Bachelor’s degree in a related discipline and 2-5 years of experience in a related field OR Master’s degree and 1-3 years of experience in a related field
  • Appreciation of a client focussed environment
  • Appreciation of working in a global environment
  • Developing professional expertise and credibility within business

SKILLS

  • Strong ‘team’ skills promoting an environment of co-operation and trust, overcoming resistance where encountered
  • Possess analytical and financial skills
  • Good prioritising, organisational and time management abilities
  • Ability to make decisions
  • Good verbal and written communications skills

Job Field : Commercial Banking
Primary Location : North America-Canada-Ontario-Ottawa
Schedule : Full-time Shift : Day Job
Type of Vacancy : Country vacancy
Job Posting : 06-Jan-2017, 11:31:58 Unposting Date : 21-Jan-2017, 02:59:00

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