Senior Associate, Cash Management Team Lead

As a Senior Associate, Cash Management Team Lead at BNY, your primary responsibilities include resolving complex client queries, managing a team of processing support staff, and ensuring compliance with company policies. You will act as the key liaison between clients and internal departments, while also providing training and guidance to team members, ensuring that operations run smoothly and effectively.

To qualify for the Senior Associate, Cash Management Team Lead role at BNY, candidates should ideally have a high school diploma or equivalent, with a Bachelor’s degree preferred. With over 12 years of experience in technical and management roles, particularly in financial services or securities, you will bring important expertise, including familiarity with SWIFT messaging and Microsoft Applications.

In the Senior Associate, Cash Management Team Lead position at BNY, you'll enjoy a hybrid work environment that requires you to work in the office three days a week, providing a balance of in-person collaboration and remote flexibility. This structure supports team-building while allowing for personal flexibility that can enhance work-life balance.

BNY offers comprehensive training for the Senior Associate, Cash Management Team Lead role. You will receive training in technical tools, management strategies, and client support activities. This ensures you are well-equipped to lead your team and manage client inquiries efficiently while maintaining compliance with industry regulations.

At BNY, we are committed to our employees' professional growth and personal well-being. Senior Associates, Cash Management Team Leads have access to a plethora of resources, benefits, and wellness programs, including generous paid leave and volunteer time. Our culture encourages employees to focus on their health, resilience, and continuous career development.

To resolve complex client queries effectively, I would first thoroughly understand the issue at hand, leveraging both team expertise and available resources. Open communication with clients ensures their needs are met and guarantees transparency throughout the process. My experience with problem-solving techniques has proven beneficial in achieving satisfactory outcomes.

When managing a client processing support team, I prioritize tasks based on urgency and impact. I use project management tools to track deadlines and maintain regular communication with team members to ensure everyone is aligned on goals and timelines. This approach fosters a collaborative environment geared toward achieving team objectives efficiently.

I have extensive experience with SWIFT messaging, which is integral in financial communications. In the Senior Associate role, I would utilize my knowledge to ensure accurate and timely messaging between clients and our systems. This would enhance our operational efficiency and minimize risks associated with miscommunication.

Absolutely! I once trained a new team member on our client account management software. I broke down the complexity into simpler modules, incorporating hands-on practice and fostering an open dialogue to ensure they felt comfortable with the material. Their growth demonstrated the effectiveness of my training methods.

Ensuring compliance is essential in my role as a Senior Associate. I stay updated on industry regulations and company policies, regularly review procedures with my team, and implement checklists for critical tasks. This proactive approach helps minimize errors and maintain our high standards.

Communication is crucial in my role as a team lead. It fosters collaboration, ensures clarity in task delegation, and strengthens relationships with clients. I promote an open-door policy where team members feel comfortable sharing challenges and ideas, leading to a cohesive atmosphere that encourages growth.

In high-pressure situations, I remain calm and focused on solutions. I assess the problem, prioritize tasks, and delegate when necessary. My approach involves maintaining communication with clients to keep them informed, which helps build trust while ensuring that we address their concerns promptly and effectively.

I employ various project management tools and performance metrics to track team progress. Regularly scheduled check-ins allow for real-time assessments of workload and productivity, while reporting successes and difficulties helps us adjust course when necessary to meet our goals.

I would contribute to team objectives by leveraging my experience to guide best practices, mentor junior team members, and encourage collaboration. Setting clear goals and fostering an environment where everyone can contribute maximally enhances our effectiveness in achieving our objectives.

I am drawn to BNY’s commitment to innovation and a culture of inclusivity. The opportunity to leverage my extensive experience in cash management while being part of a team recognized for its excellence is incredibly appealing. I believe I can contribute positively to the ongoing success of your teams and clients.