Assistant Manager Relationship
Assistant Manager Relationship
Posted on :
15-03-2025
Employer Active
1 Vacancy
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Job Description
- To support the Relationship Manager (RM) with the day to day running and maintenance of an allocated portfolio by providing a central officebound contact point to the customer.
- Ensure that all documentation is up to date and contains all relevant information.
- Manage the risks associated with new accounts mandates and specimen signatures by adhering to risk and compliance requirements
- Maintain accurate and up to date databases spreadsheets and client account information.
- Determine any additional customer demand that could be met whilst interacting with the customer. Refer all leads for new business opportunities to the RM.
- Adhere to required compliance legislative regulatory etc. requirements e.g. KYC.
- Ensure that all new service requests (queries and complaints) are logged correctly and actioned within agreed timelines.
- Stay abreast of the banks products and services in order to match customers needs with the banks offerings.
- Explore alternative solutions in the event of declined facilities from Credit where feasible and prepare motivation for RM consideration.
Qualifications :
First Degree
Experience Required
- 34 years Previous portfolio management experience servicing a portfolio for Business or Commercial Banking clients.
- Experience in a Branch sales and/or service role.
- Experience in preparing Credit motivations and understanding of lending principles.
Additional Information :
Behavioural Competencies:
- Developing Strategies
- Establishing Rapport
- Providing Insights
- Understanding People
- Valuing Individuals
Technical Competencies:
- Data analytics
- Financial Acumen
- Process Governance
- Risk Identification
- Risk Response Strategy
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
Key Skills
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