Relationship Officer / Liabilities

To contribute to managing and developing relationships with non-borrowing clients by providing support to Relationship Managers within the department, in a manner that achieves departmental objectives and ensures client satisfaction. Provide support in managing existing client portfolios, attracting new clients, and preparing studies for non-borrowing accounts for classification purposes.

Requirements

• Support Relationship Managers in managing existing client portfolios, attracting new clients, and preparing studies for non-borrowing accounts for classification purposes.
• Maintain continuous communication with clients, in coordination with Relationship Managers, to understand client requirements and needs and to provide the best services and appropriate solutions.
• Receive client requests and follow up on their completion with the relevant departments within the bank.
• Prepare periodic reports for the department.
• Execute daily banking operations for the department’s clients, including following up on the execution of clients’ daily transactions such as remittances, transfers, account opening, and adding/canceling authorized signatories.
• Review and follow up on checkbook requests for the department’s clients.
• Coordinate with Relationship Managers to follow up on account openings and completing administrative approvals from the Head of the Department.
• Follow up on the cheque clearing / ECC system.
• Monitor alerts from the Anti-Money Laundering (AML) system.
• Follow up on client enrollment in corporate electronic banking services

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance