Relationship Manager Job Description Template
Our company is looking for a Relationship Manager to join our team.
Responsibilities:
- Conduct credit checking from authorized third-party credit information sources;
- Stay abreast of banking and financial services industry practices;
- Conduct client calls on a regular basis and gather information on business operations and performance;
- Assisting with product development and marketing;
- Build and maintain relationships with clients and their key personnel;
- Ensure that all credit information is complete, accurate and compliant with bank and BSP policies and requirements;
- Generate new business, scope the market for target clients and gauge the potential business value from relationships;
- Evaluate the credit-worthiness of prospects and existing clients;
- Ensure the enforceability of documents pertaining to loan collateral and securities;
- Verify information gathered from clients against data obtained from the bank’s support groups and other secondary sources;
- Proactively working with employers and advisers to ensure our services meet their needs;
- Prepare reports to management as necessary;
- Prepare credit evaluation reports and present to the authorized credit committee for approval;
- Promoting the Aon KiwiSaver Scheme with external distributors;
- Understanding the client’s business needs.
Requirements:
- Customer-oriented mindset;
- people skills;
- Communication skills;
- Excellent interpersonal and management skills;
- Business Correspondence;
- Have a good knowledge and understanding of NZ regulatory services and agency;
- Strong decision-making and problem-solving skills;
- Highly energetic, creative and keen in attention to detail;
- Able to motivate, inspire and lead to deliver sales targets;
- Relationship management at all levels of the Bancassurance Partnership Channel;
- Minimum of five years of experience in the commercial banking sector with exposure to corporate and investment banking;
- Above average in MS Office applications and in presentation and facilitation skills;
- Keen analytical and research abilities;
- Innovative and Creative;
- Sales and Marketing Knowledge.