Assistant Relationship Manager

Assistant Relationship Manager

No working from home possible
KennedyPearce Consulting

City based international bank seek an Assistant Relationship Manager/Relationship support Officer to join their Corporate Lending Team. Candidates who are immediately available or on a shorter notice period would be preferred

Role Type: Permanent

5 days office based

City Location

Essential Industry Experience:

International banking within Corporate Lending, operating in an Assistant Relationship Manager OR Relationship support type role

Understanding of financial statements, standard financial ratios

About the Role

  • Provide support to the Head of Corporate Lending and to the Corporate Relationship Managers on all aspects of customer service and administrative duties in the Corporate Lending Department
  • Provide a first-class service to the Corporate Lending customers

Key Responsibilities

  • Ensuring service is provided to Corporate Lending customers and potential customers to a high standard on all aspects
  • Responsible for financial and non-financial covenants checking / monitoring for all Corporate Lending customers
  • Calculating customers’ facility availability based on ‘Borrowing Base Formulas’
  • Monitor the financial position and availability of customers subject to transactional finance
  • Partner with the Corporate Banking Support unit to open new accounts and perform regular AML reviews on customers according to their risk profile
  • Ensure that accounts are closed on a timely basis
  • Clear AML-related alerts on a daily basis
  • Monitoring of FX positions; responsible for booking deposits and small FX deals for Corporate Lending customers
  • Ensure excesses on Corporate Lending customer accounts are cleared
  • Follow up for receipt of renewals or new policies for insurance (life insurance, credit insurance etc.)
  • Ensure that Corporate Lending loans are correctly set up in the computer system;
  • Assist with the preparation of credit proposals as requested by the Relationship Managers
  • Ensure financial statements are received for all Corporate Lending customers and to follow up for receipt of up to date financial statements on an annual basis
  • Issue Head of Terms for Corporate Lending customers as requested by the Relationship Managers
  • Issue Corporate Lending Facility letters as requested by the Relationship Managers
  • Instruct solicitors letters as requested by the Relationship Managers

ESSENTIAL EXPERIENCE REQUIRED

  • Understanding of financial statements, standard financial ratios
  • Experience from an international banking environment working within Corporate Lending
  • Proven experience in a Assistant Relationship Manager or Relationship Support type role
  • Knowledge of financial and non-financial covenants monitoring/checking
  • Understanding of preparing of credit proposals if preferred

Full UK working rights with experience gained working in the UK - please only apply if you have this

#J-18808-Ljbffr
KennedyPearce Consulting

Contact Details:

KennedyPearce Consulting Recruitment Team