Relationship Manager

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 all customers focusing on relationship management and 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 customer onboarding procedures
• Identify opportunities to upgrade customers to ME category by identifying customer needs and profiling
• Maintain quality and soundness of assigned SE portfolio through KYC reviews, monitoring for due diligence, and anti-money laundering procedures

Requirements

• Experience in business banking or relationship management
• Proven ability to source new business and manage existing client portfolios
• Knowledge of KYC, due diligence, and AML procedures