Sales Coverage Support Analyst - Castilho, Brasil - 0283 Deutsche Bank Aktiengesellschaft, Filiale Portugal

Descrição

Description

Details of the role:

Sales Coverage Support is responsible for supporting the sales team in their client facing activities. Work includes:

Working with the Sales team to clarify the support required

Supporting in the resolution of the most complex issues and direct the handling of the most sensitive client support interactions

Ensuring adherence to applicable internal policies and external legal/regulatory frameworks

Partnering with sales coverage team, origination, trading, client services, operations staff and with other business areas to both gather information and direct client enquiries

Your key responsabilities:

Support Relationship Management teams on completion of KYC related subjects incl. new client adoptions / periodic reviews / event driven reviews and responsibility for the coordination of KYC related tasks assigned to the Relationship Managers for a given client portfolio.

Effective Client Perimeter Management by supporting Relationship Managers on feedback actions relating to KYC and portfolio reviews including monitoring of pipeline and cases at risk of being overdue/offboarded.

Acting as a dedicated Corporate Coverage team representative for coordination with the central KYC Business Execution Teams on KYC-related portfolio monitoring activities.

Preparation of KYC cases for review in full adherence with Deutsche Bank's Know Your Client Global Policy, Global KYC Key Operating Standards and any applicable local addenda.

Working effectively with key stakeholders to facilitate completion of KYC-related tasks using strong influencing skills to ensure the mutually satisfactory resolution of key issues and that the respective responsibilities are understood, agreed, and escalated where required.

Support Relationship Managers on the AAR, ENPR and due diligence questionnaires incl. coordinating supporting materials.

Interact with various locations globally (including outsourced functions where applicable) in case of incoming KYC-related requests based on sound understanding of DB's global policies and operating principles as well as clients' respective situation.

Work closely with different stakeholders (Sales, Coverage and Product Management teams) on project related tasks e.g. billing.

Liaise closely with global & regional Cash Management Implementation, Sales, Product Management, and service teams in a dynamic global environment to meet client needs.

Business Implementation tasks, including management and archiving of Bank mandates.

Subject Mater Expert on Cash Management billing systems, including activation.

Your skills and experiences:

Experience from a Client Service or Product Implementation or Operations perspective preferably in Corporate Cash Management.

Service driven attitude, strong client focus, and empathy towards clients.

Ability to manage inquiries timely and accurately, following up to ensure client satisfaction.

Experienced accounts' daily activity management helpful.

Proficiency with software such as Outlook, Microsoft Excel, and PowerPoint

Works collaboratively within the organization, as well as independently.

Candidates with bachelor or equivalent work experience

Demonstrate good language and communication skills (English and Portuguese).

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance.