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Relationship Manager, Corporate Cash Management
2 weeks ago
Relationship Manager, Corporate Cash Management Post Date 04/12/2024 Division Corporate Banking Department/Branch Commercial Banking
Reporting to the Team Head, you will be responsible for accelerating the acquisition of new non-borrowing corporate / SME accounts to drive CASA, FX, operating flow, insurance, and investment in order to align with the commercial Account Acquisition Strategy of the Bank.
Responsibilities:
- Conduct the careful selection of trustworthy referral sources in order to tap the referrals from those selective referral firms in a timely and satisfactory manner with the provision of high-quality services under the robust new customer screening and acceptance process.
- Explore the business opportunities from the existing non-borrowing accounts in SME and deepen the relationship.
- Enforce the stringent KYC process with detailed and careful completion of the CDD/EDD to facilitate the new account opening processes to minimize any compliance issues.
- Capture the opportunity of deposit, FX, cash management, insurance, and investment from those non-borrowing relationships.
- Work closely and solicit support from all other units of the bank to ensure the best possible cash product offering and delivery which comply with regulatory requirements.
- Participate in various marketing and sales campaigns to optimize customers' usage of Transaction Banking services.
- Able to identify business opportunities and assess customers' needs through product innovation or product enhancement.
- Assist in customer account opening and related maintenance work.
Requirements:
- Degree in Business Administration, Marketing, e-Commerce, or related disciplines.
- HKIB Certified Banker would be an advantage.
- At least 5 years relevant experience in the banking industry with proven track records in cash management/Transaction Banking development.
- Candidate with less experience will be considered as Assistant Manager.
- Customer source in the segments of New Economy / Fund & Asset Management / GBA / Public Enterprises are preferable.
- Proficiency in Mandarin to communicate with PRC clients.
- Strong business acumen and good knowledge of channel, cash management, and branch services.
- General understanding of banking operations and bills services.
- Self-motivated with good analytical skills.
- Excellent interpersonal, influencing, and negotiation skills.
- Detail-oriented and able to work under pressure to meet tight schedules.
- Experience dealing with the referral sources of Accountancy or Solicit Firm and knowledge in customer account opening will be a definite advantage.
Please note that only shortlisted candidates will be notified.
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