Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services.
Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction.
Assist Banker with the preparation of relationship reviews and client portfolios.
Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels.
Facilitate credit origination, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management.
Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in the company to ensure revenues earned from all products are appropriately reflected.
Assist in the preparation of support discussions for clients, ensures designee approvals/deferrals in place, and ensure the discussion is lodged in the company.
Maintain and ensure that portfolios have correct marketing levels and legal structure reported in the appropriate systems.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Diploma / Degree Holder