Relationship Manager | SwiconJobs

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Relationship Manager

2022.08.02. | Budapest | Non-tech
Introduction
Our partner is a global leader in the banking sector which serves more than 200 million domestic, corporate, state and organizational clients worldwide. It was one of the first international shared service centers in Hungary, opening its doors in 2005, presently facilitating services for 95 countries on an international level.
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), process internal document delivery tracking 
  • Responsible for ensuring assigned client portfolio is kept current with respect to due diligence and anti-money laundering, compliance requirements o Manage the “Know Your Customer” procedures for the client portfolio of the team 
  • Keep contact with Business Support Unit regarding KYC renewals/updates 
  • Keep contact with Compliance team regarding Anti-Money Laundering procedures related to KYC and transactions inquiries 
  • Coordinate and support regular control and compliance duties of the team
  • Assist in ad-hoc reports special projects as needed 
  • Coordinate all aspects of executive level appointments, meetings and conference calls (external/internal), events 
  • Coordinate the team’s travel arrangements; prepare, reconcile and track expense reports through expense settlement system 
  • Order supplies and process invoices through procurement system; administer internal/external delivery needs (postal, courier) 
  • Complete all tasks in connection with the organization’s activity but not detailed in the current job description, charged by the direct manager, supervisor, or the functional head
  • 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
  • Experience in transactional banking, basic credit knowledge, banking operations
  • Comfortable with client interactions / front line communication 
  • Economic / financial educational background or working experience 
  • Strong interpersonal skills as well as analytical abilities and a genuine interest in the financial markets 
  • Analytical skills
  • Assimilating new information quickly and relating it to the needs of the client base
  • 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) 
  • Good interpersonal skills
  • 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
  • Freedom to succeed in a dynamic environment: creative and innovative ideas are encouraged and recognized
  • A positive and inclusive work environment in which diversity and cross-regional work-streams are key components
  • An environment conducive to developing supervisory/leadership/presentation skills and build a professional network across the organization globally
  • Hybrid (office / home office) presence