Relationship Manager

hace 4 semanas


Molino del Rey, México Sumitomo Mitsui Banking Corporation A tiempo completo

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.The anticipated salary range for this role is between and. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.**Role Description**:Coordinate corporate banking functions to develop and implement customer-centric relationship plans. Organize targeted campaigns and events. Develop and maintain customer database, including calls and results on all new and existing business relationships. Manage existing relationships to meet profit and revenue targets, achieve sales goals, mitigate retention risk and increase cross-sells while delivering an excellent customer service experience.**Role Objectives: Delivery**:- Maintain customer database including calls and results on all new and existing business relationships.- Participate in weekly pipeline meetings.- Document current client financial condition and operations as well as significant changes.- Ensure proper reporting and documentation within prescribed credit and risk parameters of all client transactions.- Monitor profit and revenue targets.- Monitor all credits through periodic reviews, continued analysis, proper credit quality grading, and proper documentation, and analyze delinquent loans or those out of compliance with covenants and formulate recommendations for loan modification / provisions.- Working with corporate banking functions, prepare pitch materials and offering memorandums including research, financial modeling and transaction narratives.**Role Objectives: Interpersonal**:- Support efforts to deepen relationships with clients and expand business.- Work cooperatively with coverage, sales and lending units to improve information flows.- Begin to network within the industry through meetings, events and involvement with trade organizations.- Support the unit's participation in long- and short-term planning and new product development.**Role Objectives: Expertise**:- Demonstrate a basic understanding of products, practices, rates and trends in the market especially client and industry trends in order to be responsive to client requests.- Display a working knowledge of all lending products offered by the bank and competitors and the current and upcoming needs of customers that will drive business.- Develop an understanding of securities markets and capital market operations to respond to client requests.- Communicate analytical and marketing data effectively.- Develop a working understanding of legal, accounting and regulatory issues to help respond to client requests.**Qualifications and Skills**:Recommended years of experience: 3


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