Job Summary: 

• Manage a designated portfolio of corporate clients in order to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer
• Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements
• Achieve budgeted sales and service targets within acceptable risk standards
• Identify market, source, and book new corporate accounts and monitor existing commercial relationships so as to maximise revenues
• Comply with the Staff Code of Conduct at all times to ensure a positive image of the Bank is presented to all customers both internal and external
• Prepare customer/sales plans to ensure each relationship is managed according to customers needs and potential, regularly reviewing the customer portfolio to assess future needs and ongoing fee/income potential
• Maintain awareness of the department's Business Continuity Plan and undertake appropriate training to ensure correct action is taken in the event of an incident or disruption
• Assist in ad hoc projects and programs 
• Maintain high level of product knowledge to enable the sale of loans, deposit and business services products, and the referral of retail and wealth products.

Skills on Resume: 

• Portfolio Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Sales and Revenue Maximization (Hard Skills)
• Customer Relationship Management (Soft Skills)
• Code of Conduct Adherence (Soft Skills)
• Strategic Planning (Hard Skills)
• Business Continuity Awareness (Hard Skills)
• Product Knowledge Proficiency (Hard Skills)

Job Summary: 

• Identify renewals and extensions of loans. 
• Keep the customer informed and counsels customers on financial needs.
• Maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy, and non-discrimination.
• Attend and complete related assigned compliance training.
• Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
• Interact with others (co-workers, management, clients, and vendors) in a professional and tactful manner including treating with respect and consideration regardless of their status or position.
• Promoting and assisting customers in handling problems of corporate e-banking
• Provide strong and visible commercial leadership and advice to staff in Roads, Maritime and Aviation. 
• Providing commercial support to senior colleagues across the DfT Agencies
• Prepare credit packages for review and approval by credit partners.

Skills on Resume: 

• Loan Management (Hard Skills)
• Customer Communication (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Professional Development and Training (Soft Skills)
• Interpersonal Skills (Soft Skills)
• E-banking Solutions (Hard Skills)
• Leadership and Advisory (Soft Skills)
• Credit Analysis and Preparation (Hard Skills)

Job Summary: 

• Regular contact with the team and Sr. Relationship Manager with the aim of ensuring customer satisfaction and improving the banking relationship from a client and bank perspective
• Ensure efficient delivery of required products and services in collaboration with product and service teams
• Work closely with the global corporate client’s team and other internal stakeholders
• Ensure the portfolio is kept clean from a compliance as well as commercial perspective
• Ensure that the portfolio operates with an acceptable risk tolerance and complies with regulatory parameters
• Work and interact with experienced financial services professionals
• Interest in financial institutions, including asset managers, hedge funds, private equity firms, and financial exchanges
• Handle end-to-end account opening process(KYC/CDD) of the Cash Management Department
• Collaborate with the Relationship Manager and provide customer service
• Review client profitability and pricing strategies, assist in miscellaneous projects 

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Compliance and Risk Management (Hard Skills)
• Product and Service Delivery (Hard Skills)
• Stakeholder Collaboration (Soft Skills)
• KYC/CDD Processes (Hard Skills)
• Financial Sector Knowledge (Hard Skills)
• Problem Solving (Soft Skills)
• Strategic Pricing (Hard Skills)

Job Summary: 

• Gain in-depth knowledge of all commercial banking products offered to financial institutions to maximize the effectiveness of position as a valued member of the Financial Institutions Group
• Assist Relationship Managers in delivering the bank to clients and prospects
• Run point with clients when onboarding new deposit accounts
• Liaise with Client Banking Specialists, Financial Crimes Compliance and Treasury Management
• Produce monthly reports detailing the performance of Financial Institutions Group
• Produce materials and pitchbooks in advance of client meetings
• Produce research/profile reports on prospective clients
• Maintain database of customers and contact information
• Maintain FIG team’s pipeline and project future growth
• Track client activity across multiple product groups

Skills on Resume: 

• Product Knowledge (Hard Skills)
• Client Relationship Management (Soft Skills)
• Data Management (Hard Skills)
• Regulatory Compliance Awareness (Hard Skills)
• Report Generation (Hard Skills)
• Presentation Skills (Soft Skills)
• Research and Analysis (Hard Skills)
• Strategic Planning (Soft Skills)

Job Summary: 

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Manage a $35-65MM commercial portfolio. 
• Manage client relationships to identify additional loan, deposit, or financial services opportunities. 
• Identifies prioritizes and develops relationship strategy for high-value retention and expansion clients.
• Generates new business development within assigned territory and assumes ownership of developed client relationships by acting as a primary point of contact.
• Work with team members on the administration and relationship management of client relationships and commercial credits.
• Delivers knowledgeable advice and solutions within client relationships to optimize revenue opportunities for the bank.
• Drives revenue growth through self-sourced opportunities. 
• Plans and executes quality client/prospect calls.
• Cross-sells all bank products inclusive of new deposit dollars, directs the coordination for referrals.

Skills on Resume:

• Portfolio Management (Hard Skills)
• Client Relationship Management (Soft Skills)
• Business Development (Hard Skills)
• Strategic Planning (Soft Skills)
• Revenue Optimization (Hard Skills)
• Cross-selling Techniques (Hard Skills)
• Team Coordination (Soft Skills)
• Communication Skills (Soft Skills)

Job Summary: 

• Manages transactional processes from initial engagement through final close. 
• Assumes full ownership of the client experience while working in collaboration with credit services professionals and relationship specialists.
• Directly responsible for prospect identification through application and obtaining all supporting documents.
• Work in collaboration with relationship specialist to prepare for credit action through submission to credit services for underwriting through credit determination.
• Work in collaboration with credit services from underwriting through credit decision.
• Partner with relationship specialist on preparation of commitment, presentation of the offer, and clearing of conditions to close.
• Assume ownership of the closing process.
• Monitors credit quality within assigned portfolios and takes action.
• In partnership with the Underwriter making recommendations to the Loan Committee and Board of Directors.
• Managing delinquent credits within the portfolio and monitoring repayment activity.
• Perform loan servicing duties to ensure conformity with loan terms and conditions.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Credit Analysis (Hard Skills)
• Document Management (Hard Skills)
• Collaborative Teamwork (Soft Skills)
• Risk Monitoring (Hard Skills)
• Negotiation and Persuasion (Soft Skills)
• Problem Solving (Soft Skills)
• Loan Servicing (Hard Skills)

Job Summary: 

• Providing front-line support to the G6 and DD for high risk and value transactions, including the procurement of infrastructure and digital solutions
• Contributing to strategy and solution development in the Low carbon Economy for example delivery models for Search and Rescue Helicopters, Electric Vehicle charging, Clean Air Zones
• Doing first draft submissions to Ministers providing advice on options to take on high value investment in the sector, as well as helping to shape policy – to be reviewed by the G6 and DD
• Liaising with the G6 to ensure every contract signed has been through the right assurance, including consultation with senior staff prior to signature. 
• Managing the procurement of c£200M of advisers, goods and other services using the DFT systems including its ‘My Commercial’ (delivered through a Jaggaer product) sourcing and contract management tool. 
• Making sure bidder and supplier information is captured correctly and procurement events are correctly recorded (e.g. Pre-Procurement, Tendering, Contract Award). 
• Liaising with the correct authority holders for approvals
• Providing hands on leadership to make sure Client Teams deliver exceptional performance on the Cabinet Office Continuous Improvement Agenda and wider policy commitments such as supporting pipelines generation, application of the correct governance and approvals
• Use of the relevant Cabinet Office playbook, SME and Social Value policies and publishing notices and redacted contracts as well as being a source of expertise and reporting accurately from the ‘My Commercial’ (Jaggaer) system

Skills on Resume: 

• Procurement Management (Hard Skills)
• Contract Management (Hard Skills)
• Policy Analysis (Hard Skills)
• Data Accuracy and Reporting (Hard Skills)
• Strategic Planning (Soft Skills)
• Leadership and Team Coordination (Soft Skills)
• Stakeholder Engagement (Soft Skills)
• Regulatory Compliance (Soft Skills)

Job Summary: 

• Ensure that robust processes are in place for the commercial affairs of the DfT Group including compliant use of the Department’s procurement portal. 
• Ensuring that all commercial projects are successfully delivered to support the Department’s and the Government’s aims and objectives
• Acting as a focal point for high value and/or high risk and/or contentious transactions
• Providing end-to-end commercial support on commercial activities ranging from 100k to multi-million-pound procurements
• Working as part of a leadership team which manages both internal and external resources from time to time including SEO/EO/EO grades and development grades (DFTs commercial associate/commercial apprentice scheme members).
• Networking to build a strong center of influences resulting in the generation of lending opportunities that fit the credit union’s growth strategy.
• Managing the relationships with all members, especially those assigned to book of business resulting in growth in share of wallet and proving an excellent member service.
• Submitting fully documented loan packages to underwriting, monitoring and assisting with loan processing and underwriting to assure prompt responses to loan requests.
• Maintaining professional, prompt, and effective communications throughout the entire loan process with COI’s, applicants, venders, and internal customers.
• Must understand and comply with all required federal and state regulations associated with this position.

Skills on Resume: 

• Procurement Management (Hard Skills)
• Project Management (Hard Skills)
• Risk Management (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Leadership and Team Management (Soft Skills)
• Networking and Relationship Building (Soft Skills)
• Communication Skills (Soft Skills)
• Customer Service (Soft Skills)

Job Summary: 

• Maintain a deep understanding of the technical and business challenges that sales personnel and customers face in order to identify opportunities to increase sales of related products and services
• Support the Sales team by partnering with the IT department or software companies to solve commercial problems.
• Manage and Monitor the Customer Specific Inventory Management system in the CRM
• Extract data from CRM (Customer Relationship Management) system to support segment marketing campaigns and effectively meet deadlines
• Identify ways to help divisional sales offices maximize the CRM system
• Ensure Pipeline Report processes are running smoothly
• Assist Product Management with developing new lead-generating ideas and initiatives particularly with respect to regional market-specific segment growth
• Develop a deep understanding of the technical and business challenges that ThyssenKrupp sales and customers face, then identify opportunities to increase sales of related products and services
• Actively participating in community activities and organizations.
• Collaborate with portfolio manager(s) on portfolio administration.

Skills on Resume: 

• CRM Proficiency (Hard Skills)
• Data Analysis (Hard Skills)
• Inventory Management (Hard Skills)
• Sales Strategy Development (Hard Skills)
• Problem Solving (Soft Skills)
• Collaborative Teamwork (Soft Skills)
• Community Engagement (Soft Skills)
• Project Management (Soft Skills)

Job Summary: 

• Prospect new banking clients and coordinate calling efforts with team members.
• Ensure the overall success and growth of an assigned portfolio by deepening relationships with existing customers and through the acquisition of new customers.
• Cross-sell lending, depository, and Treasury Management products to new and existing bank clients.
• Review the clients credit needs and design solutions. Negotiate credit terms, loan repayment methods and collateral specifications with the client.
• Manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral, and reviewing loans for accurate grades.
• Handle relationships greater than 2 million in credit exposure and over $25,000 in fee income.
• Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
• Participate in community and business functions/groups to ensure a positive image for the bank. 
• Establish referral contacts within the community.
• Review loan documents to ensure that are in accordance with the Loan Committee and with banking laws and regulations. 
• Close loans on a timely basis.
• Assist in the collection of loan delinquencies in a timely manner.

Skills on Resume: 

• Client Relationship Management (Soft Skills)
• Credit Analysis (Hard Skills)
• Financial Advising (Hard Skills)
• Negotiation Skills (Soft Skills)
• Compliance Monitoring (Hard Skills)
• Sales and Marketing (Hard Skills)
• Community Engagement (Soft Skills)
• Risk Management (Hard Skills)