CM Client Support Team Leader

Phiture; Lisboa; Híbrido; EUR 40 000 - 60 000; Tempo integral

Resumo da oferta

A leading banking institution is seeking a Client Management Support Team Leader in Lisbon, Portugal. This role focuses on managing smooth onboarding and providing exceptional support for corporate clients. Ideal candidates will have a Bachelor's degree in Economics or Finance, 5-7 years of relevant experience, and fluency in English. The position offers opportunities for team development and promoting a quality service culture while ensuring compliance and risk management.

Serviços

Flexible remote working conditions

Equipment allowance

Commitment to work/life balance

Responsabilidades

• Act as single point of contact for corporate cash management queries.
• Organize work and allocate tasks based on prioritization.
• Ensure smooth managing of client queries.
• Coordinate with stakeholders to manage client requests.
• Manage risk and compliance at bank level.
• Facilitate team development and activity metrics.
• Promote production control for effective management.
• Organize team meetings for idea exchange.
• Provide necessary means for team to perform well.
• Develop quality of service and improve client satisfaction.

Conhecimentos

Banking and Financial Operations knowledge

Client focused

Good communication skills

Creativity and problem-solving skills

Fluent English (C1-C2)

Formação académica

Bachelor's degree in Economics, Finance or Accounting

Ferramentas

Office pack (Excel)

CRM tools proficiency

Descrição da oferta de emprego

About the job

The role sits within the Cash Management Support team of Client Management, acting as a single point of contact to manage the smooth onboarding of BNP Paribas Corporate clients from the account opening on and provide a best in class day to day support. The Team Leader works with and supports the Client service officer in delivering high quality service, in accordance with the bank’s policies and procedures, as well as local and global rules and regulations.

Your Main Activities Are

• Act as a single point of contact to support corporate clients for all their cash management queries.
• Organize work and is responsible for the proper allocation of tasks, based on a structured prioritization and capacity management system.
• Ensure the managing of client queries is smooth and in accordance with procedures/policies and within lead times.
• Work in close partnership and act as a coordinator with both internal and external stakeholders to manage client requests effectively.
• Manage risk and ensure the respect of compliance rules at Bank level and BCE, protection of the interests of the Bank and the Client, including fees and billing.
• Manage risk and ensure team development as well as define, implement and maintain activity metrics and reporting.
• Respect and promote the management system in place for production control and monitoring (e.g. whiteboard, Production meetings, Business Committees with Stakeholders (SLA), etc.).
• Organize regular team meetings to encourage exchange of ideas and monitor projects and initiatives.
• Provide the team with the necessary means to do the job as expected (relevant training and coaching, motivating environment), implement and maintain activity metrics and reporting.
• Develop quality of service, improve client satisfaction and Net Promoter Score.

Profile and Skills to Success

• Bachelor’s degree in Economics, Finance or Accounting.
• From 5 to 7 years of relevant experience in Banking and Financial Operations or Client Management.
• Fluent (C1-C2) level of English.
• Client focused.
• Good communication skills (both oral and written).
• Creativity, innovation and problem solving skills.
• Ability to develop others and improve their skills.
• Ability to understand, explain and support change.
• Cash Management and Corporate Deposits knowledge.
• Skills in Office pack (namely in Excel).
• Proficiency in CRM tools.

Why joining BNP Paribas?

• Leading banking institution

BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.

• Our presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centres providing value-added services to various countries where the BNP Paribas Group also operates.

• International reach

Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions:

• Retail Banking, a division that brings together all the Group’s retail activities and specialised business lines.
• Investment & Protection Services that include specialised businesses offering a wide range of savings, investment and protection services.
• Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.

• Diversity and Inclusion commitment

BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.

• Commitment towards work/life balance

At BNP Paribas we care about our employees’ wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.

• Remote Working Conditions

At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set‑up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices.

To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal(Opens in a new tab)

• Please note that only applications submitted in English will be considered.
• In case you are selected for this role, further documentation will be requested to support your hiring process.

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