Corporate Relationship Specialist - 00045655
A member of a Corporate Support Team developing and maintaining relationships with a portfolio of Corporate and/or Business Banking customers.
Part of a team dealing with customers' servicing requirements, providing information and resolving routine queries and issues.
The role will also include provision of support to other members of the Corporate Relationship Team.
MAIN ACCOUNTABILITIES & APPROXIMATE TIME SPLITS %
Accountability: Sales and Service
Time Split: 90%
Deputise for the CMA in his absence
Handle customer's routine enquiries regarding the Bank's standard tariff, deposit interest rates and general exchange rate information.
Deal with customers general account queries, arrange inter account transfers and order statements.
Arrange for ordering of cheque books and paying in books including any customized stationery.
Arrange opening, closing and transfer of accounts as well as input and amendment of customer account details.
Co-ordinate set up, amendment and cancellation of regular payments instructions.
Explore cross sell opportunities with customers
Focus on attracting liability balances
Arrange deposit of funds with Treasurers.
Obtain and action customer requests for International Payments
Deal with customer queries regarding branch based Bank products and services identifying ways of ensuring complaint is not received again in the future.
Assist with development of and revisions to Customer Relationship Plan.
Monitor level of customer service and satisfaction.
Accountability: Business Management
Time Split: 10%
Undertake of routine operations / team support activity
Analyze historic and projected financial information to identify key issues and monitor compliance with covenants and terms prior to discussing with Relationship Manager.
Assist with creation of Credit Applications.
Prepare facility letters and co-ordinate 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.
Basic keyboard skills.
Proficient in use of internal computer systems.
KNOWLEDGE & EXPERIENCE
Good knowledge of products and services frequently used by Corporate/Business Banking customers including features, and set-up arrangements.
Good knowledge of internal instructions/procedures.
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 of the roles and responsibilities of individual based in the branch.
Good knowledge of the Bank's service standards.
EXPERIENCE & QUALIFICATIONS
Qualifications: There are no specific qualifications other than the Bank's entry requirements.
Experience: 2 years experience in a corporate banking service environment.
The role requires a high level of interpersonal skills demonstrated by good oral and written communication and a team player who is friendly and confident when dealing with customers.