Large Corporate Assistant Relationship Manager

Job Purpose
Ensure that all activities and duties are carried out in full compliance with
regulatory requirements, Enterprise Wide Risk Management Framework and
internal Policies and Policy Standards. Understand and manage risks and risk
events (incidents) relevant to the role.
A member of a Corporate Team developing and maintaining relationships with a
portfolio of corporate customers.
A named point of contact for customers dealing with a range of requests
including any overflow of work from Corporate Services Assistant.
The role will include provision of support to other members of the Corporate
Relationship Team.

Main accountabilities and approximate time split
Accountability:
Sales and Services
Time Split: ‎60 % • Deputize for the CMA in his absence.
* Arrange opening, closing and transfer of accounts as well as input and amendment of customer account details.
* Arrange for ordering of chequebooks and paying in books including any customized stationery.
* Coordinate set up, amendment and cancellation of regular payments instructions.
* Focus on attracting liability balances.
* Arrange deposit of funds with treasurers.
* Obtain an action customer requests for international payments.
* Act as principal point of contact to the customer.
* Explore cross sell opportunities with customers.
* Maximize utilization levels with all customers.
* Assist in developing Customer Relationship Plan.
* Conduct market and industry researches.
* Identify new customers and maintain database for potential clients.
* Prepare Call Visit Reports.
* Deal with customer queries and requests regarding any bank product or service.
* Monitor level of customer service and satisfaction.
* Handle Customer complaints.
Accountability:
Business Management
Time Split: ‎40% • Collect documents from customers for various purposes (open
A/C - Get risk appetite - KYC and marking the facility)
* Collate customer produced financial information.
* Analyze historic and projected financial information to identify key issues.
* Review the Facility Letter Aide Memoire and liaise with customers for signature.
* Mark the facility and follow up on the drawdown.
* Monitor and control the accounts to ensure full compliance to covenants, policies and the approval's conditions.
* Report any breach or early warning signs to Relationship Manager / Director.
* Apply all KYC policies and remediation process.
* Attend Relationship Team meetings and contribute fully, including suggestions for ways of improving customer service.
* Assist with creation of Credit applications.
* Prepare facility letters and coordinate execution of documentation and drawdown of facilities.
* Support review of refer list and other risk reports.
* Assist with creation and update of Early Warning list customer records.
Technical skills / Competencies

• Team player


• Analytical skills


• Presentation skills


• Customer Oriented


• Selling Skills


• Coordination skills.


• Product Knowledge


• Complaint handling


• Agility


• Leadership


• Customer focus


• Communication with impact


• 
  

  Problem solving
  Knowledge, Expertise and Experience
  Knowledge, Qualifications/ Experience:
  Essential

  
  


• 
  

  Good Knowledge of Products and Services frequently used by Corporate Banking customers including features, tariff / pricing.

  
  


• Internal instructions / procedures / policies / regulations.


• Good knowledge of the roles and responsibilities of other members of the relationship team/corporate Relationship support team.


• Awareness of the products and services offered by the personal sector, including features and requirements to set up products.


• Understanding the roles and responsibilities of individual based in the branch.


• The Bank's service standards.


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• 
  
  
  
  • ID: ‎1641994072
  
  
  
  


• Post Date: ‎12/‎01/‎2022

Job Purpose

Ensure that all activities and duties are carried out in full compliance with
regulatory requirements, Enterprise Wide Risk Management Framework and
internal Policies and Policy Standards. Understand and manage risks and risk
events (incidents) relevant to the role.
A member of a Corporate Team developing and maintaining relationships with a
portfolio of corporate customers.
A named point of contact for customers dealing with a range of requests
including any overflow of work from Corporate Services Assistant.
The role will include provision of support to other members of the Corporate
Relationship Team.

Main accountabilities and approximate time split

Accountability:

Sales and Services

Time Split: ‎60 %

• Deputize for the CMA in his absence.


• Arrange opening, closing and transfer of accounts as well as input and amendment of customer account details.


• Arrange for ordering of chequebooks and paying in books including any customized stationery.


• Coordinate set up, amendment and cancellation of regular payments instructions.


• Focus on attracting liability balances.


• Arrange deposit of funds with treasurers.


• Obtain an action customer requests for international payments.


• Act as principal point of contact to the customer.


• Explore cross sell opportunities with customers.


• Maximize utilization levels with all customers.


• Assist in developing Customer Relationship Plan.


• Conduct market and industry researches.


• Identify new customers and maintain database for potential clients.


• Prepare Call Visit Reports.


• Deal with customer queries and requests regarding any bank product or service.


• Monitor level of customer service and satisfaction.


• Handle Customer complaints.

Accountability:

Business Management

Time Split: ‎40%

• Collect documents from customers for various purposes (open A/C - Get risk appetite - KYC and marking the facility)


• Collate customer produced financial information.


• Analyze historic and projected financial information to identify key issues.


• Review the Facility Letter Aide Memoire and liaise with customers for signature.


• Mark the facility and follow up on the drawdown.


• Monitor and control the accounts to ensure full compliance to covenants, policies and the approval's conditions.


• Report any breach or early warning signs to Relationship Manager / Director.


• Apply all KYC policies and remediation process.


• Attend Relationship Team meetings and contribute fully, including suggestions for ways of improving customer service.


• Assist with creation of Credit applications.


• Prepare facility letters and coordinate execution of documentation and drawdown of facilities.


• Support review of refer list and other risk reports.


• Assist with creation and update of Early Warning list customer records.

Technical skills / Competencies

• Team player


• Analytical skills


• Presentation skills


• Customer Oriented


• Selling Skills


• Coordination skills.


• Product Knowledge


• Complaint handling


• Agility


• Leadership


• Customer focus


• Communication with impact


• Problem solving

Knowledge, Expertise and Experience

Knowledge, Qualifications/ Experience:
Essential

• Good Knowledge of Products and Services frequently used by Corporate Banking customers including features, tariff / pricing.


• Internal instructions / procedures / policies / regulations.


• Good knowledge of the roles and responsibilities of other members of the relationship team/corporate Relationship support team.


• Awareness of the products and services offered by the personal sector, including features and requirements to set up products.


• Understanding the roles and responsibilities of individual based in the branch.


• The Bank's service standards.