Relationship Manager - Business Banking

Responsibilities

• Manage a set of existing Small Enterprise (SE) relationships and originate new SE relationships in business communities around branch locations
• Achieve assigned financial and non-financial objectives by meeting borrowing and non-borrowing needs of customers
• Actively source new-to-bank customers and generate new business leads from walk-in customers
• Manage customers focusing on relationship management, up-selling, deep-selling, and cross-selling other bank products
• Seamlessly takeover new relationships originated by DS and relationships downgraded by ME team using defined onboarding procedures
• Identify opportunities to upgrade customers to ME category by identifying needs and profiling
• Maintain quality and soundness of assigned SE portfolio through KYC reviews, monitoring, and anti-money laundering procedures

Requirements

• Experience in business banking or relationship management
• Proven ability to source new-to-bank customers
• Knowledge of KYC and anti-money laundering procedures