Team Lead Client Services

Role & Responsibilities

Management of Team operations

• Overall responsibility within the Client Services;
• Supervises the work within the Team;
• Assists the team members in the daily activities and in case of need;
• Prepares on time monthly reports of the performed activities of the team;
• Ensures adequate assignment and execution of the tasks within the team;
• Organizes and conducts regular refresh trainings within the team;
• Performs daily operational work in the scope of Client Services;
• Has knowledge in and follows changes of local legislation re CLT Client Services;
• Prepares on a monthly basis reconciliation of the transactions, processed by Client Services and submits it to the Finance Department for checking and approval;
• Performs any other relevant tasks that the Chief Operating Officer may assign;
• Takes responsibility for the correct, complete and on time input of data in the live and acceptance systems (including capturing or verification functions);
• Ensures smooth workflow within the team.

Staff performance evaluation

• Conducts staff performance evaluation in line with ING Bank N.V. Sofia Branch policy. Final evaluation is approved by the Chief Operating Officer.

Staff training

• Identifies the training requirements and needs of the team members and ensures these are met;
• Ensures proper cross-training within Client Services

Staffing requirements forecasting and participation in the recruitment & selection process

• Determines staffing requirements within the Client Services for the following year based on expected developments in MTP;
• Participates in recruitment and selection interviews.

Procedures and Job Descriptions

• Maintains and updates as necessary all procedures relating to the activities of the Client Services, including drafting new procedures as scope of operations broadens and securing approval of new/amended procedures by the Chief Operating Officer;
• Maintains and updates job descriptions in the Client Services Team.