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- Tasks: Lead banking operations and manage reconciliations for a dynamic team.
- Company: Join a forward-thinking financial services firm with a collaborative culture.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Make a real impact in the finance sector while developing your leadership skills.
- Qualifications: Strong knowledge of CASS regulations and proven management experience required.
- Other info: Exciting career progression opportunities in a fast-paced environment.
The predicted salary is between 45000 - 65000 £ per year.
We are seeking an experienced Reconciliations, Banking & Corporate Actions Manager to oversee the day-to-day operations of the Reconciliations, Banking, and Corporate Actions teams. This role is key to successfully delivering our clients' business model. You will be focused on maximising the working relationship between the business and our clients/third parties. The role holder must be able to assimilate the complexity of the business proposition and have a sound understanding of the regulatory framework required to run the teams.
Your day-to-day activities will include:
- Daily internal and external client money reconciliations & investigation
- Regulatory returns & claims, nominee and Investment Manager payment processing
- Manage the end-to-end cheque processing and banking
- Process and monitor corporate actions and administer distribution processing
- Calculate and process cash interest processing
- Manage the teams to achieve effective workflows, contributing towards an efficient execution of responsibilities
- Work with the departmental management teams to maintain a collaborative approach in achieving the departmental service level agreements (SLAs) and key performance indicators (KPIs)
- Responsible for Team Leader development through structured one-to-one sessions, appraisals and individual training and development plans
- Remain up to date on all relevant external regulatory requirements and internal processes to ensure that all team procedures remain accurate and approved
- Handle any escalated enquiries and complaints, liaising with the appropriate colleagues to achieve resolution
- Demonstrate flexibility during periods of high workloads and aid other services when required
- Support the business with user acceptance testing and disaster recovery cycles, as directed
- Achieve and actively maintain own skills and knowledge to adhere to the Training and Competency framework
- Ensure that the risk management process is promoted, supported, managed, and implemented effectively within the team. Liaise with the Risk Team to help identify and manage risk effectively
- Working with the team and other Line Managers to define, manage and continually improve the team and business processes
- Coach and inspire to develop staff so that they can grow in line with aspirations of the business
- Involvement in recruitment activities as directed
- You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management
What Knowledge, Skills & Experience We Need:
- Strong CASS knowledge, in particular CASS 6 and 7
- Experience working within a wrap platform/investment company or similar role
- Good understanding of investments, investment products and wrap platforms
- Proven previous management experience
- Excellent drive displayed, with the ability to work unsupervised and under own initiative
- Excellent interpersonal, organisation and communication skills
- Ability to work well under pressure and to tight deadlines
- In depth financial services experience
Banking Manager in Bristol employer: The Consulting Consortium Limited
Contact Detail:
The Consulting Consortium Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Banking Manager in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the banking sector and let them know you're on the hunt for a Banking Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their business model and how your experience with reconciliations and corporate actions can add value. Tailor your responses to show how you can help them achieve their SLAs and KPIs.
✨Tip Number 3
Practice your answers to common interview questions, especially those related to regulatory frameworks and team management. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Banking Manager in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Banking Manager role. Highlight your experience with reconciliations, banking, and corporate actions, and don’t forget to showcase your management skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that relate to the job description and show us your passion for the financial services industry.
Showcase Your Regulatory Knowledge: Since this role requires a sound understanding of regulatory frameworks, make sure to highlight your knowledge of CASS 6 and 7. We’re looking for someone who can navigate these complexities with ease, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at The Consulting Consortium Limited
✨Know Your CASS Inside Out
Make sure you brush up on your CASS knowledge, especially CASS 6 and 7. Be prepared to discuss how these regulations impact the banking and reconciliations processes, as this will show your understanding of the regulatory framework.
✨Demonstrate Your Management Skills
Since the role requires proven management experience, think of specific examples where you've successfully led a team. Prepare to share how you’ve developed staff through coaching and structured appraisals, as this will highlight your leadership capabilities.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss how you've handled escalated enquiries or complaints in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers, demonstrating your ability to resolve issues effectively under pressure.
✨Understand the Business Model
Familiarise yourself with the company's business model and how the Reconciliations, Banking, and Corporate Actions teams contribute to it. This will help you articulate how you can maximise the working relationship between the business and clients, which is key for this role.