Sr Operations Team Lead

Responsibilities

A key responsibility of the role is to oversee the Operations team, ensuring they meet deadlines, execute and coordinate tasks, and resolve complex problems while adhering to operational procedures.

• Resolves day‑to‑day problems and executes deliverables within the business unit
• Applies knowledge of the end‑to‑end processes and ensures adherence to bank and regulatory policy and procedures when making decisions that impact various operations and product lines
• Manages team workload and provides oversight and direction to team
• Evaluates efficiencies and identifies areas of improvement and growth to the overall process and implements process improvement opportunities
• Maintains internal, operational, and financial controls and works within the risk appetite of the business unit
• Performs US IRW Tax Withholding and Reporting functions, including reporting related to 1099, 1042, 1042S, and other outsourced functions
• Coordinates globally with colleagues in GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy & Global Tax Compliance
• Services tax‑related client inquiries and escalations
• Drives tax initiatives and tax regulatory implementations in partnership with GBAM Tax Change & GBAM Technology

• Opportunity & Inclusion Champion:
  Creates an inclusive team where members are treated fairly and respectfully
• Manager of Process & Data:
  Demonstrates and expects process knowledge, data‑driven decisions, simplicity and continuous improvement
• Enterprise Advocate & Communicator:
  Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results
• Risk Manager:
  Leads and encourages the identification, escalation and resolution of potential risks
• People Manager & Coach:
  Knows and develops team members through coaching and feedback
• Financial Steward:
  Manages expenses and demonstrates an owner’s mindset
• Enterprise Talent Leader:
  Recruits, on‑boards and develops talent, and supports talent mobility for career growth
• Driver of Business Outcomes:
  Delivers results through effective team management, structure and routines

• Four or more years of experience delivering end‑to‑end tax reporting in support of Global Markets, Trade Finance and Commercial Credit products, including complex transaction flows
• Knowledge of U.S. Treasury regulations, including Chapters 3, 4 and 61, with demonstrated familiarity in information reporting requirements such as Forms 1099 and 1042‑S
• Advanced working knowledge of Microsoft Office applications, with a strong emphasis on Excel for data analysis and reporting
• Proven ability to perform complex reconciliations, identify discrepancies and resolve issues through structured, analytical approaches
• Ability to manage multiple priorities simultaneously while maintaining accuracy and meeting tight deadlines in a dynamic environment
• Strong interpersonal skills with the ability to work both independently and collaboratively within cross‑functional teams
• Highly organized with strong analytical capabilities and attention to detail across processes and deliverables
• Excellent written and verbal communication skills, with the ability to clearly articulate issues, solutions and status updates to stakeholders
• Bachelor’s degree or equivalent work experience in a relevant field

• Demonstrates a proactive approach to bringing forward new ideas and perspectives to drive innovation and deliver differentiated solutions
• Excels at working across diverse viewpoints, leveraging differing perspectives to determine the most effective path forward
• Displays a willingness to challenge the status quo, champion new approaches and promote positive organizational change
• Actively participates in and drives initiatives to enhance tools, technology and ways of working to better support an evolving client base
• Values diversity of thought and background, fostering an inclusive environment that reflects and supports the diverse needs of clients and employees globally

• Leadership Development
• Performance Management
• Process Management
• Process Performance Management
• Talent Development
• Account Management
• Client Management
• Customer Service Management
• Relationship Building
• Business Operations Management
• Policies, Procedures and Guidelines
• Risk Management

1st shift (United States of America)

40

This 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.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off and 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.