Senior Business Banking Relationship Manager

Job description / Role

Budget

1. Grow current business, maximize customer penetration, and meet set business plan through conducting sales meetings with targeted clients in designated branches in coordination with the Commercial & BB District Head to ensure smooth business transfer and proper hand over process.

2. Attract new business banking companies to maximize bank’s liabilities, assets, and trade finance as well as cross selling CIB’s affiliates.

3. Offer business banking products to targeted customers based on their size and segment to best suit their needs.

Service quality

4. Respond and follow up on sales inquiries for targeted clients to comply with the set level of service and ensure customer satisfaction.

5. Handle customers’ complaints properly, direct them to the relevant channels and recommend solutions to evade re-occurrence and ensure they are closed within the set turnaround time.

6. Responsible for the continuous update of the business banking customer data and KYC to develop and improve the database with the support of the Commercial & BB Service Representative.

Reports / analysis

7. Report inflows and outflows of the business banking companies on daily basis to monitor performance against set budgets, and plan for any rectification if needed.

8. Prepare call memos for current business banking customers to report their market situation frequently through site visits, phone calls and checking the suppliers and buyers’ lists.

Policies, processes and procedures

9. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.

Day-to-day management

10. Follow the day-to-day operations related to own jobs in the Commercial & BB Distribution department to ensure continuity of work.

Compliance

11. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks.