Job Description

Key Role and Responsibilities:

Profit & Financial

• Assist the team with miscellaneous administration of the client portfolio ensuring all documentation and customer files are maintained in accordance with Bank's policies and procedures.
• Extract and analyze financial statements, cash flow forecasts and other complex financial reports providing accurate assessments.
• Develop relationships with intermediaries including Solicitors and Accountants, ensuring all referrals are referred to the Senior Vice President or Relationship Manager.
• Assist the Senior Vice President or Vice Presidents to generate opportunities for sales specialists for Bank using the agreed sales process.

Customer /Service

• Assist the Senior Vice President or Vice President to manage the Bank's relationship with customers within their assigned portfolio tier
• Attend to client queries, ensuring all queries are responded to in a timely and professional manner an in keeping with established service standards.
• Support improvement of the relevant customer service/ customer satisfaction outcomes for the portfolios.
• Proactive identification of client needs and the maintaining of customer files and miscellaneous records compliant with Bank policies and procedures and those of industry legislation.

Risk

• Ability to identify an acceptable level of lending risk, in line with Bank's risk appetite statement and to maximize profit from that transaction.
• Support and demonstrate a risk management culture in line with Bank's values.
• Proactive identification and escalation of risks and issues related to your role responsibilities & captured as a service request in Ignite. Adherence to the Bank's complaint resolution process to resolve the matter, maintain our high service standards and mitigate further risks / losses.
• Ensure a safe environment that allows all staff across the Bank the ability to escalate and discuss issues and risks with their Leader.
• Accountable for maintaining high data quality standards by ensuring information captured in the Bank's s stems and documentation are correct and maintained in a timely manner.
• Ability to analyze complex financial statements and assist with preparation of detailed credit submissions, including identification of key risks and mitigates.