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Relationship Associate

2021.02.23. | Budapest | Non-tech
Introduction

We are hiring for our banking partner a Relationship Associate!

Tasks


·Support Bankers on marketing efforts to grow and protect revenue on a specified portfolio of clients.

·Demonstrate the ability to exercise sound judgment and use initiative, but know when to refer, ensuring Bankers are able to focus on marketing efforts and revenue generation

·Navigation of the product and coverage network; problem escalation and resolution; driving customer satisfaction;support the coverage side duties related to execution of new transactions / flow product services

·Co-ordination of credit allocation requests and approvals with PAM teams and CRMS

·Support Bankers with credit limit excess investigations and obtain excess approvals

·Monitor expiring credit agreements and prepare the necessary documents for renewal

Develop a sound knowledge of credit policies and ability to exercise prudent judgment in managing risks inherent in the business

Prepare client materials for business meetings (support preparing presentation, printing, binding)

Support ASU in the account opening / maintenance process (handle deferrals, prepare tailor made credit and product agreements), processinternal document delivery tracking

Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering, compliance (KYC) requirements

      oManage the “Know Your Customer” procedures for the client portfolio of the team

      oKeep contact with Business Support Unit regarding KYC renewals/updates

Coordinate and support regular control and compliance duties of the team ( MCA, CoB, etc)

Assist in ad-hoc reports special projects as needed

Develop and update analyses to support marketing activity and coordinate with bankers on delivery of project work

Source and create pitch and marketing material, liaising with product partners and the Bankers

Assist in managing the Corporate Banking relationship infrastructure, including approvals and documentation

Produce and update client plans in conjunction with the product partners and bankers

Expectations

College degree, preferably in Finance or Economy

We are looking for a highly motivated and experienced person to support Bankers and drive revenue realization

Experience in transactional banking, basic credit knowledge, banking operations

Comfortable with client interactions / front line communication

Economic / financial educational background or working experience

Candidates will need to demonstrate strong interpersonal skills as well as analytical abilities and a genuine interest in the financial markets

Benefit

Analytical -Assimilating new information quickly and relating it to the needs of the client base

Organizational – Demonstrates strong organizational skills, awareness around priority of tasks and ability to work independently to deadlines

Proactive -Identifying situations that could result in new business and developing recommendations tailored to the client

Verbal and Written Communication – Strong communication skills (English and Hungarian)

Interpersonal skills/Networking -able to create and sustain good personal contacts within the team and amongst client's product partners

Self-starter -prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance

Team Player - being able to work in partnership with other individuals on day-to-day and long term projects

Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)

Ability to gain a strong command of internal systems

Employer's offer

Opportunity to work in a large and complex organization with a demanding customer base and in a challenging and changing business environment

Exposure to an open and multicultural working environment

Learn the professional details of a commercial bank’soperations, including funds transfers, lending, trade finance, FX, derivatives and their documentation and procedural background

Opportunity to develop world class broad based banking and client relationship skills.

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