Client Relationship Associate
2 weeks ago
About JeloCorp:
As a leading financial institution, we pride ourselves on delivering exceptional banking services to our clients. Our customer-centric approach and innovative banking solutions have earned us a reputation for excellence in the industry.
We are currently seeking a skilled Client Relationship Associate to join our team. This is an exciting opportunity for a motivated and detail-oriented individual to support our client relationships and contribute to the growth of our business.
Job Summary:
The Client Relationship Associate will be responsible for supporting the Relationship Manager in managing and developing client relationships. The role involves providing high-quality customer service, assisting with financial transactions, and helping to identify opportunities to grow the business.
Key Responsibilities:
- Establish and Maintain Relationships: Develop and maintain strong relationships with corporate and financial institutional clients, ensuring their needs are met and exceeded.
- Conduct Client Onboarding and Due Diligence: Conduct thorough client onboarding and due diligence procedures to ensure compliance with regulatory requirements.
- Explore New Business Opportunities: Identify and explore new business opportunities based on branch performance targets, collaborating with the sales team to develop strategies for growth.
- Credit Analysis and Application: Conduct credit analysis for potential financing business and prepare credit applications, ensuring accurate and timely submissions.
- Post-Lending Management: Monitor and manage post-lending activities, ensuring seamless execution and customer satisfaction.
- Ad-Hoc Tasks: Perform other ad-hoc tasks assigned by the head of Department, demonstrating flexibility and adaptability in a fast-paced environment.
What We Offer:
As a valued member of our team, you can expect a competitive salary of $60,000 - $80,000 per year, depending on experience and qualifications. You will also enjoy a comprehensive benefits package, including health insurance, retirement savings, and paid time off.
At JeloCorp, we value innovation, teamwork, and customer satisfaction. If you are a motivated and results-driven professional looking for a challenging and rewarding career opportunity, we encourage you to apply.
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