Relationship Assistant Job Description
Relationship assistant
provides support for information to be prepared in word and excel for banking requirements (bank account set up/ e-banking documentation).
Relationship Assistant Duties & Responsibilities
To write an effective relationship assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included relationship assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Will be maintaining relationship at Head office branch levels across relationship banks in China to originate and execute trade & treasury business
Help RMs to post client activities onto the activity log tracking system
Help RMs to log issues (system production related or servicing related) and track them to close analyze them from time to time
Help RMs to take client servicing stats from the client inquiry management system
Prepare PowerPoint presentations and produce presentation books, as required
Make domestic and international travel arrangements and prepare detailed itineraries (both for incoming and outgoing)
Provide cover for other team assistants across the floor, as and when required
Interact with external and internal groups to solve problems and manage the escalation of any issues
Manage external requests for meetings
Organise domestic and international trips including all travel arrangements, accommodation, visas, maintain itinerary with updates, order currency, prepare expense re-claims, respond to ever-changing travel arrangements at short notice
Relationship Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Relationship Assistant
List any licenses or certifications required by the position: CS, HKSI, II, CACS, HK, RM, IAD, ICSA, NISM7, NISM
Education for Relationship Assistant
Typically a job would require a certain level of education.
Employers hiring for the relationship assistant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Finance, Education, Communication, General Education, Management, Supervision, Economics, Accounting, MBA
Skills for Relationship Assistant
Desired skills for relationship assistant include:
Commercial lending
Banking systems
Experience with Microsoft Word & Excel
Our customers’ needs
Financial analysis and understanding of the structuring of security arrangements
Business applications
Microsoft Office
Administers company policies
Components and requirements of the new account opening processes and documents
Corporate Banking customer needs
Desired experience for relationship assistant includes:
Minimum 3 years' working experience in the financial industry
Knowledge of banking industry, including credit knowledge balance sheet analysis is preferred
Basic knowledge of Financial Markets products such as F/X swap & derivatives and Transactional Services products such as Trade Finance & Payment business is preferred
Ability to build relationships and influence people at all levels and functions
This position requires a thorough in-depth knowledge and understanding of the investment industry and BMO InvestorLine services and products
At least 3 years of experience with BMO InvestorLine or equivalent
Relationship Assistant Examples
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Relationship Assistant Job Description
Job Description Example
Our company is hiring for a relationship assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for relationship assistant
- Assist and manage projects as directed by Relationship Manager(s) and or Head of Relationship Management
- Ensure a general market and product awareness is maintained
- Provide support to other business areas such as Share Plan Operations and Business Development where required
- Drafting and or reviewing of client related share plan documentation
- Identify own training needs in conjunction with Relationship Manager to identify relevant courses and advisory body seminars as appropriate
- Ensure the completion of all scheduled online training and the embedding of Treating Customers Fairly (TCF) as general business practice
- Ensure that all CDD (Client Due Diligence) requirements are undertaken and completed as directed
- Ensure the accurate maintenance of client records on the Salesforce client record system
- Ensure the Agreements Monitor is completed as directed
- Communicating and interacting with both core and team members from across the firm, with internal partners and product areas
Qualifications for relationship assistant
- A few years’ experience as an Assistant or a junior Professional working in a corporate environment
- Minimum ‘A’ Level standard or equivalent
- Maintaining and updating procedures to ensure work processes are aligned with the ISO 9001 accreditation environment
- 3+ years experience with Email Marketing and CRM in a B2C environment
- Handle formalities
- Support the preparation of client meetings
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Relationship Assistant Job Description
Job Description Example
Our company is growing rapidly and is looking for a relationship assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship assistant
- Deliver of specifically agreed goals operating on an independent basis and / or as a member of a broader team
- Assist the team in day to day credit management and administrative tasks for existing Business Banking customers
- Ensures compliance to government regulations
- Working closely Relationship Managers to fully implement new deals in line with Business Banking “One Best Way” in order to complete loan drawdowns in line with customers’ request
- Delivering excellent customer service through effective implementation of the bank's credit and service processes, placing the customer at the heart of everything we do
- Providing support to Relationship Managers across the UK for both RBS and NatWest
- Ensure that clients’ calls are always attended to promptly and efficiently
- Properly track critical expirations and key customer indicators in order to mitigate operational risk in the portfolio
- Assist the Team Leader in the evaluation, hiring, training, of the relationship assistant staff
- Provide corporate banking clients with outstanding service including opening accounts, transferring funds, processing wires, and answering questions with regards to loans and deposit accounts
Qualifications for relationship assistant
- Proactively seeks opportunities to execute tasks effectively
- At least 4 years of Corporate Banking Assistant RM experience, or Corporate Banking mid office experience
- Good corporate banking product knowledge
- 2-5 years of Retail Lending underwriting and sales management experience
- Demonstrated ability to supervise, train and direct the activities of others
- Expertise in 1st mortgage (FNMA/Freddie Mac) products and requirements
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Relationship Assistant Job Description
Job Description Example
Our company is looking for a relationship assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship assistant
- Strongly assist the RM in origination by preparing pitch book, industry leads
- Assist the RM and CA in preparing briefing notes for senior management visits
- Document the client meetings attended by preparing a call report via the CRM system
- Identify selling opportunities in order to maximise income derived from the relationship
- The position is also responsible for ensuring appropriate sales processes are followed, and the highest levels of controls and compliance are adhered This role may be subject to additional background verification checks
- Assist other originators in FI China team including PAM/LAM and sales to implement business goals
- Any projects/assignments given by Head of FI China
- Good understanding of FI client’s businesses
- Assist PAM/LAM to maintain, develop business relationship with clients
- Assist PAM/LAM to map clients’ internal organization, establish primary contact with FI clients
Qualifications for relationship assistant
- Advanced Excel skills (ie
- Ability to manage and drive multiple projects simultaneously
- Candidates without industry experience should have employment or education experience consistent with the above requirements
- Leverage multiple communication tools to ensure the drivers follow the norms under the car finance program
- Work closely with the Driver Loyalty and Retention Manager with the set KPIs
- Relevant working experience in relationship and engagement, highly preferable
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Relationship Assistant Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of relationship assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for relationship assistant
- Identify selling opportunities to maximise income derived from the relationship
- To support RM to plan, monitor and manage new and existing account relationship in order to optimize return
- To support RM to actively cross sell and promote products and services of the Bank
- To prepare credit proposal write-up and deliver good quality annual review / new credit proposal (accuracy, completeness, depth of analysis)
- To assist RMs in handling daily queries, forms and resolve data quality issues
- To ensure the accuracy of the facility’s regulatory administration and legal documentation, prepared for the purpose of ensuring bank’s exposure to client is legitimate and enforceable
- Coordinates with National Billing Unit (NBU) to set-up new billing codes for clients upon receipt of instructions from the Project Managers
- Scrutinizes thoroughly the Information Circular and other documents received from Project Managers and completes the Communications Memos and Updates Cosmos Company
- Sets up Radar Work orders for Corporate Actions mailings within tight deadlines distribution and ensures mailings are complete and copies are sent out to Call Centre, branches, forwarding agents, the Relationship Manager
- Updates Information on Cosmos Company immediately after the mailing is done to provide the Call Centre the correct information to give it our clients, maintains statistical data for Corporate Action events
Qualifications for relationship assistant
- University degree major in business/accounting disciplines
- Attend client meetings with RMs where the existing / prospective client's profile is likely to be appropriate for the service
- Must have at least 1 -2 years of experience managing people
- Prior experience with loan and deposit systems
- Prior loan closing experience a must
- Liaison with 3rd party administrators ensuring they comply with administration agreements and SLAs
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Relationship Assistant Job Description
Job Description Example
Our growing company is looking to fill the role of relationship assistant. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for relationship assistant
- Compliance with the requirements of the applicable laws and regulations, including the bank's AML / BSA / OFAC / CIP program
- May supervise a team of Relationship Assistants to ensure the efficient operations of a Regional Corporate Banking office
- Monitor delivery dates and project next steps with the Graphics department in order to meet client expectations
- Assist in day to day management of client portals and task the appropriate departments with additional project requirements
- Prepares and/or oversees the preparation of loan applications and supporting documents and loan information sheets for new and existing accounts
- Works with Relationship Manager in monitoring customer accounts and loan portfolios to detect changes that might affect their credit standing
- Updates trending reports and makes recommendations to Relationship Manager for approvals and/or changes to new or existing credit lines
- Monitors compliance with loan agreement covenants and reporting requirements
- Prepares Problem Credit Monitoring Requests and keeps Credit Plus current with no outstandings greater than 30 days, maintains loan files, Buker Tax Analysis and Moody’s Risk Analyst
- Interacts with clients/prospects Acts as liaison between Relationship Manager and other departments, as required
Qualifications for relationship assistant
- Must exhibit high energy, enthusiasm and positive attitude
- High School Degree or GED equivalent and a minimum of 2-5 years’ experience as a commercial loan administrative assistant with experience in most aspects of underwriting/processing/closing commercial loans for a similar type of financial institution or equivalent combination of education and experience
- Be able to deal with non-routine matters, such as special projects, with minimum specific instruction
- Able to solve practical problems and deal with a variety of variables in situations where only limited standardization exists, and to interpret a variety of instructions furnished in written or oral form
- Create and manage purchase orders in Ariba, Schwab’s purchasing system, and maintain files of work orders and other necessary documentation
- Register and escort any visitors with security via the Schwab visitor system, including assisting senior level executives visiting the Austin facility