Develop and maintain strong relationships with clients through regular communication and highly dedicated support.
Support the RMs in post-credit approval activities including follow up with the clients on covenants, exceptions, insurance renewals, trade/treasury excesses, drafting and coordinating of Letters of Offer, Letters of Advice and Syndicated Facility Agreements.
Assist the RMs in regulatory reporting, reviewing of trade activities for any anomalies including sampling checks, handling of ad-hoc reviews of remittance transactions, handling of ad-hoc excesses, maintaining accurate records of client information in bank's system.
Working with Compliance and support end-to-end onboarding and periodic review activities in accordance with regulatory requirements including handling Account Opening KYC Questionnaire and follow up with clients on documents.
For annual Portfolio Review requirements, assist with retrieving and reviewing of financial data.
Address client inquiries, concerns, and requests in a timely and professional manner.
Identify opportunities for cross-selling to enhance client satisfaction and support revenue growth.
Participate and/or drive initiatives to enhance client, employee satisfaction and operational excellence.
Who you are
Polytechic Diploma or Bachelor's degree in Banking, Business Administration, or a related field with a few years of relevant working experience.
Previous experience in banking, financial services, or customer service is highly desirable.
Good communication and interpersonal skills
Independent, tenacious, self-motivated, pro-active, growth mindset and a good team player
