SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Job Title:Relationship Manager
Location:Milan Italy
Job Purpose
Job Context
Responsibilities Accountabilities & Deliverables
To work closely with other members of Milan Business Development team to help grow corporate client relationships business and income.
Maintaining and growing existing corporate relationships with Italian and other Milan coverage countries Corporates. Sustain Milan branch through the creation of new corporate client relationships to deliver in the revenue origination targets and other KPIs set annually
Origination and pricing of Wholesale Banking products with a focus on Trade Finance and Transactional banking including confirmation and LCs discounts issuance of guarantees Pre export Financing Receivable Discount Facilities as well as other Credit & Lending products such as RCF and TLs and crosssell the full product suite a that fit both the clients and the Banks requirements.
Risk and market analysis to offer clients adequate solutions in terms of both business and risks.
Liaison with and maintenance of effective relationships with other areas of the Bank/ABC Group such as Country Managers Head of Corporate Coverage and Senior Relationship Managers Credit Trade Finance Support Risk Distribution Insurance Legal Risk Management Compliance Transaction Management and Control including present in various committees such as Credit Reputational Risks as and when required
Establish detailed marketing and account plans and travel to meet with existing and prospect clients involving Credit/Support function as necessary.
Obtain all necessary information from the clients to support an adequate capital and credit approval process. Maintain client files reports and provide regular reports to line management.
Work closely with Middle Office in the preparation of Credit Applications.
Knowledge
Indepth knowledge of Trade Finance and Supply Chain Finance business/structures/ documentation as well as other banking products like credit lending and cash management. Ability to evaluate and manage risk and to maximize the profit for the Bank.
Attributes
Strong interpersonal skills and strong commercial skills to maximize results. Integrity professionalism and ability to assume responsibility. Attitude to challenge the status quo with the aim to improve overall conditions internally and externally.
Equal Employment Opportunity
Bank ABC is committed to the principles of equal employment opportunity for all employees and applicants and in accordance with applicable laws does not discriminate on the basis of sex gender identity gender expression race color religion national origin ancestry age marital status disability medical condition sexual orientation or on any other basis prohibited by law.
We welcome applications from people with disabilities and are committed to providing reasonable adjustments where necessary to make interviews and jobs more accessible. Should you have any difficulty during the recruitment process require any reasonable adjustments or an application to Access to work please contact the recruitment lead on:
Informazioni sull’azienda:
Bank ABC
Settore:
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