Global Banking & Markets - Private Dept - Transaction Banking Operations Client Service - Dallas - Vice President
On-siteDallas, Texas, United States
Dallas, Texas, United StatesOn-siteFull TimeSenior LevelInvestment BankingEnterprise
Full TimeSenior LevelEnterpriseInvestment Banking
Job Summary
Manage the Client Service experience for Transaction Banking products including Deposits, Escrow, and Global Payments, overseeing end-to-end onboarding and client issue resolution. Adhere to key controls and jurisdictional regulatory requirements while partnering with Product, Digital, Sales, and Engineering to build next-generation capabilities. Develop and implement best practices for FX Payment Flows and liquidity sourcing to enable efficient international payment movement. Resolve queries related to payments, account management, and firm/customer funding flows within a growing global team.
Required Qualifications
- Bachelor's degree
- 4+ years of professional and relevant experience
- Experience with Client Service in Transaction Banking, Payment Processing or FX Middle Office
- Strong Interpersonal skills
- Leadership skills
- Proficient with key principles of client support and risk management
- Good understanding of either the FX business including FX Payments or of International Payment Servicing or Transaction Banking Account Management
- Excellent Experience in delivering client service
- Proven analytical skills
- Problem solving ability
- Control mentality
- Meticulous attention to detail
- Excellent communication skills (written and verbal)
Desired Qualifications
- Leadership and Coaching skills
- Ability to effectively manage Global Stakeholders
- Candidate must be proactive, enthusiastic and team oriented
- Ability to remain composed under pressure
- Ability to prioritize and make decisions in a fast-paced environment
- Accuracy and attention to detail
- Strong written and verbal communication skills
- Adapt to new changes and new challenges
- Strong analytical skills
- Well-developed organizational skills
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