Relationship Manager
Core
Actively solicit and develop new customer relationships, deepen engagement with existing customers, and drive revenue growth through cross-selling trade finance, loans, deposits, remittances, FX/treasury services, and network services.
Role type
Relationship Manager (Trade Finance & Commercial Banking)
Builds
Trade finance facilities, loan portfolios, deposit accounts, and FX/treasury service relationships for corporate clients
Domain
Banking, Trade Finance, Commercial Lending
Required skills
Credit assessment, KYC/AML compliance, customer relationship management, trade finance knowledge, risk monitoring, documentation preparation, cross-selling strategies
Preferred skills
Senior Relationship Manager experience, strong track record in relationship management
Technologies
Trade Operations systems, Branch Operations systems, Credit proposal tools, Audit reporting platforms
Responsibilities
Solicit and develop new customer relationships, identify customer needs and recommend solutions for cross-selling, manage day-to-day customer transaction needs, perform credit assessments and prepare credit proposals, review and negotiate customer documentation for compliance, monitor customer activities to identify risks, coordinate transactions with operations teams, prepare credit memos and internal business reports