Relationship Manager - Sales manages personal banking staff and daily operations to ensure customer satisfaction and develop client relationships. Focuses teams on identifying customer needs and maintaining up-to-date knowledge of all bank products and services to explain, promote, and cross-sell products and services. Being a Relationship Manager - Sales ensures efficient processing of basic branch service transactions and accurate referrals to enable customers to access the right resource to facilitate other banking requests easily. Develops processes that enable staff to provide rapid research and solutions to account issues, answers to customer inquiries, and effective education and training on banking self-service technology. Additionally, Relationship Manager - Sales requires a bachelor's degree. Typically reports to a director. The Relationship Manager - Sales supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Relationship Manager - Sales typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Job Title:Relationship Manager
Location:Milan Italy
Job Purpose
Job Context
Responsibilities Accountabilities & Deliverables
To work closely with other members of Milan Business Development team to help grow corporate client relationships business and income.
Maintaining and growing existing corporate relationships with Italian and other Milan coverage countries Corporates. Sustain Milan branch through the creation of new corporate client relationships to deliver in the revenue origination targets and other KPIs set annually
Origination and pricing of Wholesale Banking products with a focus on Trade Finance and Transactional banking including confirmation and LCs discounts issuance of guarantees Pre export Financing Receivable Discount Facilities as well as other Credit & Lending products such as RCF and TLs and crosssell the full product suite a that fit both the clients and the Banks requirements.
Risk and market analysis to offer clients adequate solutions in terms of both business and risks.
Liaison with and maintenance of effective relationships with other areas of the Bank/ABC Group such as Country Managers Head of Corporate Coverage and Senior Relationship Managers Credit Trade Finance Support Risk Distribution Insurance Legal Risk Management Compliance Transaction Management and Control including present in various committees such as Credit Reputational Risks as and when required
Establish detailed marketing and account plans and travel to meet with existing and prospect clients involving Credit/Support function as necessary.
Obtain all necessary information from the clients to support an adequate capital and credit approval process. Maintain client files reports and provide regular reports to line management.
Work closely with Middle Office in the preparation of Credit Applications.
Knowledge
Indepth knowledge of Trade Finance and Supply Chain Finance business/structures/ documentation as well as other banking products like credit lending and cash management. Ability to evaluate and manage risk and to maximize the profit for the Bank.
Attributes
Strong interpersonal skills and strong commercial skills to maximize results. Integrity professionalism and ability to assume responsibility. Attitude to challenge the status quo with the aim to improve overall conditions internally and externally.
Equal Employment Opportunity
Bank ABC is committed to the principles of equal employment opportunity for all employees and applicants and in accordance with applicable laws does not discriminate on the basis of sex gender identity gender expression race color religion national origin ancestry age marital status disability medical condition sexual orientation or on any other basis prohibited by law.
We welcome applications from people with disabilities and are committed to providing reasonable adjustments where necessary to make interviews and jobs more accessible. Should you have any difficulty during the recruitment process require any reasonable adjustments or an application to Access to work please contact the recruitment lead on:
Informazioni sull’azienda:
Bank ABC
Settore:
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