Relationship Support Job Description

Relationship Support Job Description

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Relationship support provides leadership and guidance to junior and other RMs on international matters and HSBC’s capabilities locally and globally.

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:

Collect, organize and provide analysis and data management of relational networks intended to refine and improve non-traditional security engagements through the development of a database and analysis
Provide technical assistance with design and establishment of the relational network database to include identification and development of requirements in building the database, monitoring the system, and training J9 personnel on use and utility
Through analysis, identify key nodes and persons to leverage in advancing the PACOM lines of effort and strategic objectives
Provide direct planning support and expertise for the J9 by researching, analyzing, developing, and maintaining a network describing critical working relationships
Interact and interface with partners from myriad organizations to include USPACOM Direct Reporting Units (DRU), Non-Profit Organizations (NPO), Non-Government Organizations (NGO), Academic Institutions (AI), U.S. Interagency, U.S. Congress and staffers, and private industry (PI)
Work with other USPACOM Directorates to determine critical relationships the J9 should engage to further USPACOM’s objectives and lines of effort
Perform research and analysis of potential partner organizations and recommend additional relationships to supplement the J9 network database
Contribute to and author reports, talking and position papers, white papers, and informational briefings on a variety of topics associated with relationship management support
Participate in working groups and planning sessions
Execute several aspects of servicing for business portfolio customers that will elevate the customer experience with the intent to retain and grow existing portfolios

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:

Bank’s structures
International business and various industry sectors
Products and services
Credit application process and credit risk policies and procedures
HSBC Group capabilities
Computers Excel and Word programs
CMB’s international proposition / product capabilities
HSBC’s capabilities
Credit analysis
Current market

Desired experience for relationship support includes:

Understanding front-office, middle-office and back-office workflow
Enjoys working independently (when required) and as part of a broader team across Asia
Data Transformations using XML / XSLT's
XML and FIX messaging
Four or more years of functional area experience
Minimum 5+ years experience in a client focussed environment with a demonstrated understanding of commercial lending and risk assessment

Relationship Support Examples

1

Relationship Support Job Description

Job Description Example
Our growing company is looking for a relationship support. 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 support
  • 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
Qualifications for relationship support
  • 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
2

Relationship Support Job Description

Job Description Example
Our innovative and growing company is looking for a relationship support. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for relationship support
  • 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
Qualifications for relationship support
  • 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
3

Relationship Support Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of relationship support. 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 support
  • 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
Qualifications for relationship support
  • 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
4

Relationship Support Job Description

Job Description Example
Our company is looking to fill the role of relationship support. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for relationship support
  • 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
Qualifications for relationship support
  • 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
5

Relationship Support Job Description

Job Description Example
Our growing company is looking for a relationship support. 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 support
  • 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
Qualifications for relationship support
  • 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

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