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Client Relationship Support Specialist

hace 2 meses

Monterrey, Nuevo León, México Hsbc A tiempo completo
About the Role

We are seeking a highly skilled and experienced Client Relationship Support Specialist to join our team at Hsbc. As a key member of our corporate client relationship management team, you will play a critical role in supporting our Relationship Managers in the administration of a group of blue chip large corporate global client relationships in diverse industries.

Key Responsibilities
  • Maintain adequate credit ratings, reserves, WWM classification, security enhancements/perfection, terms and conditions &covenants of the loan portfolio.
  • Loan disbursements and principal interest payments execution.
  • Keep financial highlights and industry performance updated quarterly and report any concern.
  • Keep credit files updated and complete and request corresponding missing information to clients.
  • Support the RM on day-to-day activities including preparation of pipeline file, coordination with product partners and ensure data and call reports are accurately and timely updated.
  • Collaborating with internal stakeholders, which may include relationship managers and product specialists to deliver exceptional standards and quality of service.
  • Ensure all CDD (Customer Due Diligence) and associated activities are completed on time. New KYC onboardings & periodic reviews.
  • Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns.
  • Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy.
  • Provide active feedback to seniors on process, operations, risks etc and make recommendations as to how these can be changed to secure the customer and the bank.
  • Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements.
Requirements
  • Bachelor's Degree in Business related fields.
  • Excellent verbal and written communication and interpersonal skills.
  • Knowledge of Microsoft Office.
  • English: Advanced.
  • Full-time job experience or internship.
  • General knowledge of finance and financial statements.
  • Excellent time management, planning and organization skill.
  • Ability to interact with business customers at all levels.
  • Energetic, self-motivated and results oriented.
About Hsbc

At Hsbc, we value diversity and inclusion, and we are committed to creating an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what distinguishes us. We value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.

We are focused on guaranteeing gender equality and constant training for our employees as well as the protection of their labor and social rights.

We offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be Hsbc and proudly live a culture of well-being, balance and care.