Inter. Rep, Client Processing

Job Description

Position Summary: Describe below the primary purpose and function of this job

• Demonstrates exceptional understanding and knowledge of fundamental business & Process concepts.
• Knowledge in Corporate Trust/Paying Agency business is preferable
• Verify/QC/Approve/Reconcile transactions track and share feedback with the team.
• Review and verify weekly errors and comebacks received from onshore.
• Liaise with internal/external departments through emails and phone calls.
• Share feedbacks (on errors - internal and external, comebacks, MIS tracking) with the team (along with Team Leader).
• Continuously provides innovative ideas towards process improvement.
• Sharing updates and maintaining the update log.
• Maintain the SOP’s - 6 monthly review and sign offs.
• Consistently achieves the deliverables without compromising on quality of work.
• Understands key risk indicators or audit issues and acts upon them, as appropriate thereby managing Risk Competency
• Timely and accurate updating and governance of MIS/Dashboard/Document Retention
• Creating weekly reports/Dashboard for the process.
• Floor support.
• Complete administrative duties within prescribed and agreed upon time frames
• Professional and timely handling of inquiries.
• Participate/Co ordinate in BR testing and related activities and report results (local/regional and CMS updation)
• Imparting process training to the new joinee (process training, ramp up, accreditation and Go Live).
• Working in a stringent deadline driven environment with the ability to manage pressure and changing work environment.
• Participate in Audits/ISO/Control/Review

ESSENTIAL FUNCTIONS - Key Roles & Responsibilities: List up to 6 key roles and responsibilities of this job. (Percentages must sum to 100%) Percentage of Time 1. Function/Job/Product Expertise - (Verify/QC/Approve/Reconcile transactions track and share feedback with the team and do RCA). 40% 2. Timely and accurate updation of MIS/Dashboard/Document Retention and Complete administrative duties within prescribed and agreed upon time frames - Floor Support, BR, Training, Admin Tracking 25% 3. Liaise with internal/external departments through emails and phone calls, error discussion, updates, SOP’s (tracking and sharing with the team). 15% 4. Train, Mentor and assist any new hires, bottom performers in the team. 10% 5. Participate in Audits/ISO/Control/Review 10%

LEVELING FACTORS

Business Expertise: Describe the requirement for knowledge and expertise about how various parts of the organization work together to achieve business objectives. Explain the degree of understanding required of the industry, commercial environment and of competitor’s products and services.

• Demonstrates exceptional understanding and knowledge of fundamental business & Process concepts
• Continuously provides innovative ideas towards process improvement
• Understands key risk indicators or audit issues and acts upon them, as appropriate
• Working in a stringent deadline driven environment with the ability to manage pressure and changing work environment
• Participate in BR Activities (Local/Cross regional/CMS)
• Participate in Audits/ISO/Control/Review
• Should have basic knowledge of bonds and equity processing

Problem Solving:Describe the nature and complexity of the problems this position encounters on a recurring basis. Include information regarding the level of innovation required, if any, and include mention of environmental factors that may add to the complexity of resolving issues.

• Adaptability (ability to modify approach as situations change, and to easily accept changes to own organization or job requirements)
• Consistently achieves the deliverables without compromising on quality of work
• People Management [if applicable] (demonstrated ability/aptitude and personal motivation to select, develop, inspire and retain talent)
• Sound Judgment (ability to think through a situation to reach a timely and sound decision within the scope of one’s authority)
• Service Orientation (exceptional service focus, builds relationships with internal and external customers, strengthening the image of the company)
• Effective Communication (articulately expresses thoughts and ideas - both oral and written
• Analytical Skills (posses data interpretation and basic Excel knowledge)

Nature & Area of Impact: To what degree does this job affect the business (i. e., through interactions with customers, making decisions, defining or setting strategy, etc. )? What is the breadth of the impact that this job has, either positive or negative (i. e., affects own team, department, function, business unit, geography, entire business, etc.)? The Analyst plays a vital role in providing the best service to our clients- both internal and external. Analyst will be required to interpret all queries received from both internal teams & external agents and identify and execute the necessary steps to resolve queries in a timely and accurate manner. The analyst should have an eye for detail and niche for learning & imparting training to the resources aligned. Should be able to provide accurate MIS reporting to management

Interactions/Interpersonal Skills: Describe the nature and level of interactions this job has with others, both internally and externally. Explain any specific interpersonal skills necessary to successfully perform this role (i. e., negotiation skills, represents business at external events or to governmental bodies, etc.).

• The position requires the candidate to communicate intensively with the internal customer/onshore in form of interaction, trainings, meetings etc
• Imparting process training to the new joinee (process training, ramp up, accreditation and Go Live).
• Understands key risk indicators or audit issues and acts upon them, as appropriate
• The candidate should be able to understand, interpreted and download necessary information from the onshore back to the respective team
• Should be able to articulately expresses thoughts and ideas - both oral and written
• Should have the ability to effectively build cooperative relationships with people, manage differences and resolve conflicts

Familiar with the IPA Application – Issuing & Paying Agency

• Knowledge in MTN (Medium Term Notes)/Repacks/Warrants

Qualifications

Job Qualifications: Indicate the minimum and preferred education and experience for this job and any licenses and certifications required Minimum Education: Graduate Preferred Education: Graduate Minimum Experience: 18 months Preferred Experience: 2-3 years Minimum Language Skills: English Preferred Language Skills: English Other: CSD Domain Knowledge

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. com/careers.

Client Service Delivery (CSD) brings together BNY Mellon's key operational areas into one global team to better support the company's businesses and serve clients around the world. CSD helps clients to conduct business, service assets, and engage in transactions in 35 countries and more than 100 markets. At every stage of the investments lifecycle - creating, trading, clearing, settling, holding, servicing, managing, distributing and restructuring assets - CSD is working to make BNY Mellon the recognized industry service quality and productivity leader. Client Service Delivery manages investment monitoring, measurement and processing services for our clients. Our solutions include Securities Operations, Fund Administration, Transfer Agency, Outsourcing, Performance Measurement and other related services.

BNY Mellon is an Equal Employment Opportunity Employer.

For further information, and to apply, please visit our website via the “Apply” button below.