Job Summary:

• Attend bank meetings and visiting relationship managers.
• Secure additional credit/bank facilities in line with business requirement.
• Attending bank queries (payment related and account opening)
• Open bank accounts for all the group companies.
• Fulfilling requirement of banking partners concerning kyc updation.
• Structuring CMA (collateral management agreement) transactions.
• Setup additional trade finance products in new/existing credit lines.
• Setup new accounts with clearer and brokers for derivatives trading.
• Monitoring of company's all local and foreign currency accounts including margin accounts.
• Tracking and synchronizing with banks for reversal of redundant costs.
• Trade finance operations including import lc issuance, export lc advising, lc confirmation, lc discounting, documents handling, assignment of proceeds, transferable lcs, funded facility (trust receipts) etc.

Skills on Resume:

• Meeting Participation (Soft Skills)
• Credit Management (Hard Skills)
• Query Resolution (Soft Skills)
• Account Management (Hard Skills)
• KYC Compliance (Hard Skills)
• Transaction Structuring (Hard Skills)
• Trade Finance Setup (Hard Skills)
• Account Monitoring (Hard Skills)

Job Summary:

• Define KPIs, actionable goals, plan and roll out experiments/ideas to grow those KPIs
• Rapid experimentation, learn, change, scale, repeat
• Build long-term relationships with SME and introduce them to the product so they can get familiar with it
• Guide the partners in their journey with the company so the partnerships becomes solid
• Work with the Head of Treasury and the CFO to create a strategy for evolving the operational banking network to meet the needs of Thunes as the business grows. 
• Involve extensive travel, establishing initial contact with potential banking partners across the globe, and assessing their settlement, FX and technological capabilities
• Coordinate the onboarding of new banking partners (operational accounts and banking pay-out partner accounts). 
• Coordinating the completion of all application forms, gathering supporting documentation
• Obtaining sign-off from Legal on all agreements and T&Cs, and collecting signatures

Skills on Resume:

• KPI Development (Hard Skills)
• Experimentation (Soft Skills)
• Relationship Building (Soft Skills)
• Partner Guidance (Soft Skills)
• Strategic Planning (Hard Skills)
• Global Networking (Soft Skills)
• Onboarding Coordination (Hard Skills)
• Documentation Handling (Hard Skills)

Job Summary:

• Monitor account user access to ensure compliance with company policies and best practices
• Schedule regular calls with existing banking partners to discuss new services and capabilities
• Maximize the speed of funds for both inbound and outbound wires 
• Documenting settlement details of all pay in and payout partners, and routing wires based on matching correspondent banks
• Work with the Technology teams to create automated working capital reports using in house systems
• Pursue credit relationships with banks and credit insurers
• Obtain bank guarantees and SBLCs to bolster operational working capital
• Negotiate credit facilities with payout partners backed by bank guarantees
• Obtain and maintain credit insurance covering credit facilities extended to pay in partners
• Assist the CFO in obtaining credit risk reports from credit insurers for pay in partners

Skills on Resume:

• Access Monitoring (Hard Skills)
• Partner Communication (Soft Skills)
• Funds Optimization (Hard Skills)
• Settlement Documentation (Hard Skills)
• Report Automation (Hard Skills)
• Credit Pursuit (Hard Skills)
• Guarantee Acquisition (Hard Skills)
• Credit Negotiation (Hard Skills)

Job Summary:

• Chiefly prospect for new general business and commercial clients
• Maintaining the relationship by offering a full range of credit and ancillary services.
• Market bank products such as trust and treasury/cash management solutions.
• Grow and manage a portfolio of small business deposit accounts
• Act as key point of contact for the small business owner
• Generate new business calling on customer requests for information, opening new accounts
• Following up for funding on new accounts, and cross-selling other bank products
• Retain existing business by handling rate negotiations and addressing customer’s needs to add value
• Handle incoming phone calls and service existing customers
• Work with others on the Small Business Team to ensure fast and efficient processing of accounts
• Manage risk and ensure compliance with BSA/AML regulations to drive quality for new and/or existing relationships

Skills on Resume:

• Client Prospecting (Hard Skills)
• Relationship Maintenance (Soft Skills)
• Product Marketing (Hard Skills)
• Portfolio Management (Hard Skills)
• Customer Contact (Soft Skills)
• Business Development (Hard Skills)
• Customer Retention (Soft Skills)
• Compliance Management (Hard Skills)

Job Summary:

• Manage a pipeline of prospects using Salesforce and other systems
• Sales driven and comfortable meeting deadlines for production
• General banking knowledge including experience with various business types and how they operate as well as traditional bank regulations and policies
• Review and interpret complex data (determining risk, assessing complexity of accounts...)
• Manage time and capacity and work well independently with little supervision
• Work the hours needed to meet new account funding goals
• Provide excellent customer service and comfortable speaking with customers over the phone
• Complete credit analysis with the assistance of a designated underwriter and present package to senior credit decision partner.
• Owner Occupied CRE, Non - Owner Occupied CRE, General C&I, Investor CRE, Construction and other.

Skills on Resume:

• Pipeline Management (Hard Skills)
• Sales Performance (Soft Skills)
• Banking Knowledge (Hard Skills)
• Data Analysis (Hard Skills)
• Time Management (Soft Skills)
• Goal-Oriented (Soft Skills)
• Customer Service (Soft Skills)
• Credit Analysis (Hard Skills)

Job Summary:

• Manage the day-to-day activities of the banking office to ensure exceptional client experience
• Performance standards are met, risk mitigation, compliance and adherence to policies and procedures.
• Responsible for attaining banking office goals via active business development and sales management activities.
• Develop and implement business plans and organize marketing activities.
• Acquire, manage and retain meaningful relationships.
• Deliver exceptional client experience and find creative solutions to everyday challenges.
• Effectively partner and refer to internal and external Opus Bank partners.
• Cultivate Centers of Influence/COIs and socialize to promote new ideas, strategies, and or products.

Skills on Resume:

• Office Management (Hard Skills)
• Risk Mitigation (Hard Skills)
• Sales Management (Hard Skills)
• Business Development (Hard Skills)
• Relationship Management (Soft Skills)
• Client Experience (Soft Skills)
• Strategic Partnerships (Soft Skills)
• Influence Cultivation (Soft Skills)

Job Summary:

• Prepare and implement effective performance evaluations, ensure completion of established goals, and develop actions plans for continuous improvement.
• Champion of change management and facilitator of change to support the bank’s strategic initiatives and direction.
• Develop non-interest fee income, manage cost of funds, and generate revenue.
• Responsible for adherence to all compliance and security programs
• Provide approval for various transactions within the banking office.
• Make recommendations on rate and pricing.
• Participate in community affairs and various networking events to increase the bank’s visibility and enhance new and existing business opportunities.
• Manage FTE guidelines and actively recruit new team members.
• Responsible for team member on-boarding and training as well as measuring the performance of team members.

Skills on Resume:

• Performance Evaluation (Hard Skills)
• Change Management (Soft Skills)
• Revenue Management (Hard Skills)
• Compliance Oversight (Hard Skills)
• Transaction Approval (Hard Skills)
• Pricing Strategy (Hard Skills)
• Community Engagement (Soft Skills)
• Team Development (Soft Skills)

Job Summary:

• Prospecting for new business as well as retaining and expanding existing customer relationships in support of bank revenue growth strategies
• Sourcing prospects and developing new customer relationships via direct calling, team marketing and industry networking
• Gaining broad knowledge of customers’ financial operations 
• Directing a team of bank product specialists for relationship sales activities
• Understanding, presenting and positioning bank credit products with customers and their financial advisors
• Collaborating with bank portfolio management in developing and documenting credit approval 
• Monitoring deliverables including approvals and annual reviews
• Consistent and timely status reporting of sales activities, opportunities using Salesforce and other bank systems

Skills on Resume:

• Business Prospecting (Hard Skills)
• Relationship Development (Soft Skills)
• Financial Analysis (Hard Skills)
• Team Leadership (Soft Skills)
• Product Positioning (Hard Skills)
• Credit Management (Hard Skills)
• Deliverable Monitoring (Hard Skills)
• Sales Reporting (Hard Skills)