Job Description

• To support the Relationship Manager (RM) with the day to day running and maintenance of an allocated portfolio, by providing a central office-bound 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 bank’s 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

• 3-4 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.