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Relationship Manager
2 weeks ago
About the Job:
We are seeking a Relationship Manager - Corporate to join our team at First Abu Dhabi Bank. As a Relationship Manager - Corporate, you will be responsible for assisting the Relationship Managers with miscellaneous administration of the client portfolio.
Key Accountabilities:
- Support the Relationship Managers with miscellaneous administration of the client portfolio ensuring all documentation and customer files are maintained in accordance with the bank's policies and procedures.
- Extract and analyze financial statements, cash flow forecasts, and other complex financial reports providing accurate assessments and preparation/recommendation of detailed credit submissions including identification of key risks and mitigants.
- Be highly alert to cross-sell opportunities identified by accessing clients' needs in order to develop strong relations with the customer and refer to appropriate specialists (Trade Finance, Cash Management, and Treasury) for selling different products to the customer.
- Provide excellent client service by attending to client queries ensuring all queries are responded to in a timely and professional manner and in keeping with established service standards.
- Support improvement of the relevant customer service/customer satisfaction outcomes for the portfolios.
- Greet and orient the clients in products and services of the bank.
- Execute relevant financial transactions for clients in line with service quality standards and bank policies and procedures.
- Ability to identify an acceptable level of lending risk in line with the bank's risk appetite statement and to maximize profit from that transaction.
- Accountable for maintaining high data quality standards by ensuring information captured in the bank's systems and documentation are correct and maintained in a timely manner.
- Understand access channels (i.e. Corporate Internet Banking, Phone Banking, etc.) to proactively educate clients on access options.
- Collaborate with peers in the bank to ensure effective support and service delivery.
- Provide support and information to accomplish individual and team sales goals.
- Generate internal and external reports for checks on prospect and existing customers.
- Perform any other business task requested by the line manager.
