GCIB / GM KYC Change Director
Company: Disability Solutions
Location: New York
Posted on: October 16, 2024
Job Description:
Job Description:The Client Outreach team are the front line unit
who work with clients as part of meeting Know Your Client (KYC)
periodic refresh and remediation requirements. We work in close
collaboration with Global Corporate and Investment Bankers and
Global Markets Sales to support the Bank's global regulatory and
policy requirements as it relates Client Due Diligence (CDD)
documentation collection, with support from Operations and Global
Financial Crimes Risk teams.The team identifies and develops client
connections, engages client representatives to obtain KYC
documentation, and acts as a coordination point for resolving
issues/challenges with respect to client and country specific
documentation requirements in a timely manner.In addition to the
ongoing document engagement, individuals within the team keep
abreast of global regulatory change that could influence processes,
and identify opportunities that enhance the client experience.The
RoleThe KYC Client Outreach Change team oversee delivery of Front
Line Unit (FLU) programs, process engineering, and tools and
systems used by the FLU.Role Responsibilities
- Strategize, collaborate, and support program management of key
FLU initiatives for GCIB and GM, including multiyear forecasts of
deliverables
- Review performance, delivery and outcomes of KYC Client
Outreach programs of work, including leveraging those performed by
other Lines of Business for cross over consideration
- Stakeholder manage key partners, including Business COOs,
Bankers and Sales staff as needed
- Create, define, and adhere to strong success metrics
- Perform gap analysis of current state platform capabilities and
needs
- Perform process mapping in Microsoft Visio
- Develop and present various levels of presentations, including
executive presentations, to convey key updates and change
proposals
- Implement process design changes designed from analysis
including creating training and procedural materials, performing
readiness activities for process changes, and completing pre and
post testing of change
- Manage multiple deliverables, prioritize work and meet
deadlines
- Handle large volumes of data and drive decisions based on data
analysis
- Strong work ethic and desire to learn, with a proactive drive
to demonstrate ownership and take initiative
- Influence and lead diverse groups to achieve desired
results
- Quickly get up to speed on new programs, with strong initiative
to get things done themselves
- Partner with GCIB and GM business leaders, other FLU project
managers, Operations project managers, data management, and other
functions to prioritize core deliverables that maximize business
value
- Partner with data management to ensure data change, issue
remediation and advancement are appropriately delivered
- Drive a collaborative and output oriented cultureRequired
Skills
- Bachelor's degree or equivalent work experience
- 10+ years of multi-year change portfolio management experience
in project management, process design, or consulting within the
financial services industry
- Core ability to deliver in a environment of ongoing change,
while also assessing for potential improvement and risk
mitigation
- 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 adjust to a changing environment adept to new approaches that
improve overall work efficiency and effectiveness.
- Initiative: Identify process improvements, demonstrate a
"self-starter" behavior and a willingness to help others, and show
potential to require minimal supervision.
- Detailed knowledge of processes, procedures and policies that
govern change and technology at Bank of America, including the Bank
of America's Enterprise Change Management Policies and
Standards
- Expert in Excel (Data Formulas, Pivots, Macros), Business
intelligent reporting tools (Tableau, Business Objects), Citizen
Developer tools, SQL
- Expert in PowerPoint presentations, including strong
presentation skills to effectively communicate key updates and
proposals across various levels of leadershipShift:1st shift
(United States of America)Hours Per Week: 40Pay Transparency
detailsUS - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER
(NY1100)Pay and benefits informationPay range$130,000.00 -
$262,600.00 annualized salary, offers to be determined based on
experience, education and skill set.Discretionary incentive
eligibleThis role is eligible to participate in the annual
discretionary plan. Employees are eligible for an annual
discretionary award based on their overall individual performance
results and behaviors, the performance and contributions of their
line of business and/or group; and the overall success of the
Company.BenefitsThis role is currently benefits eligible. We
provide industry-leading benefits, access to paid time off,
resources and support to our employees so they can make a genuine
impact and contribute to the sustainable growth of our business and
the communities we serve.
Keywords: Disability Solutions, West Hartford , GCIB / GM KYC Change Director, Executive , New York, Connecticut
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