Corporate Banking
1 week ago
Sydney- Investment Banking- PermanentThis is a Client Support role, supporting existing and prospective portfolios of corporate banking clients. The position functionally reports to a Director, Client Coverage but also assists all Relationship Managers in the corporate loans division.
administration (full lifecycle of booking of a deal) and the process of credit approvals including the associated agreements/contracts.
**Responsibilities**:
- Assist RMs in the handling of deal execution processes across all products that the bank offers, including:
- Administrative preparation and execution of all facility documentation
- Liaising with external legal, RMs, and other departments to satisfy conditions precedent.
- Liaising with the clients, book-runner, etc, RMs, and other departments to satisfy the bank’s KYC requirements
- Completion and circulation for approval of internal forms to set up facilities in the system.
- Assist RMs in onboarding new customers via data entry into the internal system, preparation and circulation for approval of internal forms and checklists as required
- Assist RMs across the corporate loans department in administrative client management including changes to signatories list, ongoing KYC requirements
- Assisting RMs with annual account planning via completion of the administrative tasks
- Ad hoc projects and duties as may be required
**Competencies/ Skills & Experience**:
- Tertiary qualification
- Minimum 5 years of relevant banking experience
- Institutional banking KYC / Client onboarding experience
- Previous client liaison and administrative experience preferred
- Basic knowledge of facility documents
- Understanding of corporate client deal onboarding (full life cycle of deal) process and relevant system input.
- High attention to detail and accuracy
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