Sr. Relationship Officer
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Job Purpose
The Senior Relationship Officer is a key member of the centralized Corporate Banking Client Service Pool responsible for delivering seamless, consistent, and high-quality service experience to a designated portfolio of clients.
The role ensures efficient onboarding, timely KYC renewals, accurate documentation handling, and prompt resolution of operational and transactional queries.
By coordinating closely with Relationship Teams, Operations, Trade, Compliance, Credit, and other internal units, the jobholder ensures efficient turnaround times (TAT), strong governance, and enhanced client satisfaction. The role also supports portfolio engagement by monitoring facility utilization, identifying early warning signals, and spotting cross sell opportunities for referral to the Relationship Manager.
Key Accountabilities
Client Experience & Service Excellence
Onboarding, KYC & Documentation Control
Portfolio Monitoring & Engagement
Cross-Sell Identification & Revenue Support
Internal Collaboration & Stakeholder Management
Governance, Compliance & Risk Control
Job Context
The role holders serve as the day-to-day service interface for clients, ensuring operational efficiency and consistent service delivery across the portfolio.
Education
A minimum bachelor’s degree in a business related field or equivalent
Experience and Skills
Qualifications
Bachelor’s degree in Business, Finance, or related field (minimum requirement).
Experience
Minimum 5 years of experience in banking operations, trade finance back office, or client servicing within corporate or institutional banking.
Skills
Strong understanding of corporate banking products and operational processes.
Proficiency in MS Office and core banking systems.
Good English communication skills (written and verbal).
Client centric mindset with strong attention to detail.
Ability to manage multiple priorities and stakeholders.
Technical Competencies
Relationship Management-CIBG-Basic Service Excellence-CIBG- Basic Product Knowledge-CIBG-Basic Business Development- CIBG-Basic Governance, Compliance and Audit-CIBG-Basic Communication & Collaboration-Basic Information & Data Literacy - Proficient Agility and Innovation-Basic Customer Focus-Basic Collaboration-Basic Communication-Basic
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