Position Purpose: To Assist Senior Manager (SM) and/ or Relationship Manager (RM) in acquiring, servicing and retaining clients to deliver agreed business goals within the overall framework of the US, Caribbean, Latin America, Europe and Asia Market's business strategy and operating model. This function is intended to relieve Relationship Managers from performing various administrative and operational responsibilities related to servicing their book of clients, and/ or to provide basic service to lower maintenance accounts.
Key Accountabilities:
Builds and monitors a relationship with the clients working alongside the Relationship Manager to ensure we provide quality service at all times and proactively manages the portfolio of clients.
Assists Relationship Manager in administration and management of client relationships including attending meetings, preparation of file notes, drafting of letters and other documentation, assistance in structuring products, annual client reviews, etc.
Assists RM in the completion and adherence to regulatory requirements.
Acts as main point of contact for a portfolio of clients dealing with day-to-day matters across the range of services and products.
Acts as liaison between Relationship Manager and Specialist products areas to ensure smooth operation of all services.
Handle incoming mail, faxes and phone calls from clients, interacting with the relevant support departments and confirming all relevant actions to the clients.
Provide general support to RM on ad-hoc issues as required
Job Requirements: (Knowledge/ Experience): Technical Knowlede
Basic knowledge in banking services and products.
Basic knowledge in banking operations.
Strong communication and listening skills.
Understand systemic workflow inherent to inter-department streamlined activities, such as: cut off time to deliver a job; reporting lines, authority matrixes.
Knowledge of local regulations that impact work environment. Understand existence of regulations and procedures inherent to banking business.
Knowledge of Outlook, internet search engines, MS OfficeGeneral Job Specifications
Ability to multitask without loosing track of work items and deadlines.
Ability to work on a fast paced environment, able to prioritize and work in an organized fashion way.
Good communications skills: verbal, written and listening skills
Ability to work under pressure with a heavy work load
Extremely detailed oriented
Sales skills
Customer Services skills
Ability to operate successfully in a rapid changing environment
Ability to work as a team player
Resourceful and creative problem solver
Bilingual English and Spanish. Portuguese is a plus.
Bachelors degree or equivalent
2-4 years of work experience.
Required Skills/ Competencies/ Attributes:
Education: BA/BSc
Required Accreditation(s):
Special Conditions: Bilingual English and Spanish Portuguese a plus
Diversity: Diversity in the workplace, one of our shared values, lies at the heart of our rewarding, open, supportive and inclusive work environment. We respect and respond to the many competing and evolving priorities in our lives so you can focus on what you can do best – put clients first.
To apply: https://careers.peopleclick.com/careerscp/client_rbc/external/jobDetails.do?functionName=getJobDetail&jobPostId=336250&localeCode=en-us&source=Indeed.com&sourceType=PREMIUM_POST_SITE
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