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Vp-Relationship Manager, Institutional & Corporate Banking
Company | Ascendo Resources |
Address | Miami, FL, United States |
Employment type | FULL_TIME |
Salary | |
Category | Banking |
Expires | 2023-06-15 |
Posted at | 11 months ago |
Our client is seeking a highly motivated and experienced VP-Relationship Manager to join our Institutional & Corporate Banking division. As a VP-Relationship Manager, you will be responsible for developing and managing relationships in Latin America and Central America in accordance with the division's Annual Sales plan.
Key Responsibilities:
- Visit assigned clients as per BSA policies and procedures, producing timely, accurate, and thorough call reports to maintain up-to-date client KYC/EDD records.
- Develop and manage relationships with clients in Latin America and Central America, aligning with the division's Annual Sales plan.
- Follow a risk-based approach to BSA Compliance within the division, ensuring compliance with Know Your Customer (KYC) regulations, high-risk classification, and account monitoring.
- Perform daily servicing of existing accounts, including cross-selling our bank's products and identifying upsell opportunities.
- Coordinate the purchase of assets in the secondary market from other financial institutions to expand our portfolio.
- Take ownership of achieving financial and other goals of the division as determined by individual objectives.
- Collaborate with the Credit Department to gather all necessary financial documentation from clients, preparing comprehensive credit approval memorandums for presentation to Risk Committees.
Requirements:
- Proven track record in developing and managing relationships in Latin America and Central America.
- Minimum of 8 years of experience in relationship management within the banking industry, focusing on Institutional & Corporate Banking.
- Ability to thrive in a fast-paced and dynamic work environment.
- Fluency in English and Spanish (written and verbal) is required.
- Strong knowledge of BSA Compliance, including Know Your Customer (KYC) regulations and risk-based approach.
- Detail-oriented with exceptional analytical and problem-solving abilities.
- Bachelor's degree in Finance, Business Administration, or a related field (MBA preferred).
- Excellent communication and presentation skills, with the ability to interact effectively with clients and internal stakeholders.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
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