Relationship Support Job Description
Relationship Support Duties & Responsibilities
To write an effective relationship support job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship support job description templates that you can modify and use.
Sample responsibilities for this position include:
Relationship Support Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Relationship Support
List any licenses or certifications required by the position: PMP
Education for Relationship Support
Typically a job would require a certain level of education.
Employers hiring for the relationship support job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Finance, Management, Communication, Economics, Computer Science, Marketing, Accounting, Business/Administration
Skills for Relationship Support
Desired skills for relationship support include:
Desired experience for relationship support includes:
Relationship Support Examples
Relationship Support Job Description
- Responsible for all aspects of audit controls as they provide service to customers maintaining internal records for portfolios
- Experience handling customer service needs clear understanding of business customer needs and products
- Experience in Sales Force.com is a plus as this is the primary tool used by Business Banking Sales along with AFS which is the loan servicing system for business loans
- Provide business support to the RSS team and may not be limited to
- Execute numerous aspects of servicing for business portfolio customers that will elevate the customer experience with the intent to retain and grow existing portfolios
- Manage customer service needs provide a clear understanding of business customer needs and products
- Provide business support to the RSS team, not limited to scorecards, procedures and line and loan advances
- Basic knowledge of index fund structures and Financial Markets
- Client and market research, and assistance in preparation of client strategy/deal pipeline
- Acquisition of a broad spectrum of banking and securities products
- Proficiency in Microsoft Office and PC applications
- Good initiative and independence
- Detail-oriented and good team player
- A highly motivated individual who will take initiative to leverage his/her project management expertise, business and company knowledge and leadership skills to ensure departmental and enterprise objectives, goals and requirements are delivered aligned to expectations
- Must be eligible for and maintain a SECRET security clearance
- Familiarity with database management and analytics software
Relationship Support Job Description
- Knowledge of the business environment in Saudi Arabia
- Complete client compliance activity
- Action team case queues in SFDC to process client refunds and repurchases
- Work with Investigation teams to ensure quick and timely payment resolution
- Help Coordinate Team meetings and events
- 10% Customer communications and emails
- 20% Renewal of monthly TFA requests
- This position does not require travel
- Execute several aspects of servicing for business portfolio customers that will elevate the customers experience with the intent to retain and grow existing portfolios
- Experience in Salesforce.com experience is a plus as this is the primary tool used by Business Banking sales along with AFS, which is the loan servicing system for business loans
- Possess excellent written and verbal communication, interpersonal skills, creative thinking, critical analysis, and collaboration with senior officials (Flag/General officer and SES), policy-makers, academic professors, and military personnel
- Must be able to work independently and to work well as a member of a team
- Minimum of 2 years ofcustomer interaction, customer service or customer support/collections experience strongly preferred, either by phone or face to face
- Working knowledge of computers Excel and Word programs
- Professional Client facing skills
- Proactive seller
Relationship Support Job Description
- Provide support to WM clients, prospects and private bankers
- Basic knowledge of bank’s deposit, loan and investment products including promotional campaigns and specific criteria for inclusion
- Provide support to Private Bankers facilitating the use of sales tracking and forecasting database (SalesForce), profitability database (RPM) and loan covenant monitoring database (LMS)
- Leading meetings for training purposes, designing solutions for enhancements of the system for operationalizing data from multiple legacy systems
- Project management with diligent deadline setting and regular communication
- Assist in moving existing or new business process to new CRM tools/systems/processes
- Reviewing, with the support of internal lawyers, of the legal documentation (Facility Agreement, NDA, ..) in accordance with internal guidelines
- Support the bankers who manage client relationships, source, originate, develop and often execute the firm’s array of financing solutions and transactions
- Assist the product specialists and bankers with pitches for debt & equity capital markets, interest rates, FX, commodity derivatives, mergers and acquisitions and project finance
- Manage internal planning, budgeting, and compliance reports
- Knowledge in the Ptp Process
- Strong own drive
- High capacity to generate energy and create open atmosphere
- Some interruptions are present and may involve occasional exposure to demands and pressures from persons other than immediate supervisor
- 5 years in Deposit Operations or previous experience with exception item processing preferred
- Prior supervisor and/or coaching experience preferred
Relationship Support Job Description
- Prepare market research and presentations as needed
- Assist the credit team as needed with coordinating the credit approval processes
- Developing strategy through DMA research, competitor analysis, and internal data
- Generating new business relationship leads
- Making outbound calls (cold & warm leads) to treatment referral sources
- Converting leads into appointments and new contacts for TPS
- Creating reports to present lead progress
- Achieving monthly and quarterly activity and performance targets
- Working with the Marketing Manager to produce needed collateral and outbound communications
- Maintaining and growing assigned accounts in open geographies as designated
- Broad knowledge of the business and applications supported the overall infrastructure
- 6+ years of experience in application development and/or maintenance
- At least a year of Consumer Lending experience required
- Bachelor’s degree preferred with excellent verbal and written skills
- Must be able to work collaboratively in a team environment or independently as needed
- 2+ years experience CRM, business analysis, sales operations management or related disciplines
Relationship Support Job Description
- New customer onboarding, including CIV, KYC, ARR Short forms (coordinating with the bankers)
- Uploads financials, compliance, call memos, presentations and other information for electronic credit files, with updates noted to spreadsheet
- Supports file reviews in connection with audits
- Responsible for transmitting all financials and compliance documents to LMS
- Checks the Exception Report (NSF’s) daily and executes as directed
- Makes appropriate meeting and conference call arrangements/adjustments as necessary
- Credit reference processing
- Fed Ex and courier arrangements for the LOB
- Scans, faxing, copying, orders presentations for the LOB
- Coordinates with the Collateral Department
- Handles various client requests via email, phone, written correspondence
- Coordinates loan deal site addition requests
- Handles all client/officer change requests
- Supports bankers in various client requests, meeting RSVP’s
- Coordinates letter of credit origination and renewals
- Resolves client issues and coordinates with BRS