Job Description

Years of Experience

5 - 8 years

Workplace Type

On-site

Seniority Type

Manager

Industry

Banking

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Skills

relationship managementcross sellingcredit riskderivativesclient managementCustomer service

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Shailja Lohadiya

Talent Advocate at WhiteCrow

Description

About our client

Our client operates in the Financial sector, with its headquarters rooted strongly in the United States. It has its branches spread to more than 160 countries, providing employment to more than 200k people all over the world. They fall in the Top 15 largest Banks in the United States. Its core business is to provide various Banking and Financial services to its clients. It is known to have one of the biggest balance sheet banks in the world (among others) aiding it to offer 360-degree financial services to its clients.

Job description

Overview:

• The Relationship Associate is a seasoned professional role.
• Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.
• Integrates subject matter and industry expertise within a defined area.
• Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.
• Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
• Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc.
• by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.
• Work and performance of all teams in the area are directly affected by the performance of the individual.

• Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
• Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s
• Helps clients to access company\'s global network, locating local coverage and product support across the globe
• Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
• Coordinates credit requests and approvals from global network
• Engages with product partners and company\'s global network to identify revenue opportunities and to position certain products with clients
• Ensures periodic support discussions are held with clients and are correctly documented
• Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents
• Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
• Assists in implementation of cash transactions for Banker
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm\'s reputation and safeguarding, 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
• Maintains correct client legal and marketing hierarchies

• 5-8 years of relevant experience
• Bachelor/University degree or equivalent experience
• Individuals must have excellent communication, organizational and interpersonal skills.
• Individuals must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up
• Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources.
• Good communication and diplomacy skills are required.
• Regularly assumes informal/formal leadership role within teams.

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