
Corporate Banking
1 week ago
This is a Client Support role, supporting existing and prospective portfolio of corporate banking clients. The position functionally reports to a Director, Client Coverage but also assists all Relationship Managers in the corporate loans division.
**Responsibilities**:
- Onboarding and KYC of customers in the FIG sector, including liaison with OPD and CLD departments
- Communication with clients on progress of onboarding
- 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 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 maybe required
**Competencies/ Skills & Experience**:
- Institutional banking KYC / Client onboarding experience
- Tertiary qualification
- Minimum 5 years of relevant banking experience
- Previous client liaison and administrative experience preferred
- Basic knowledge of facility documents
- Understanding of corporate client deal on-boarding (full life cycle of deal) process and relevant system input.
- High attention to detail and accuracy
**Contact Us in Sydney**:
LEVEL 26, 1 BLIGH STREET
SYDNEY NSW 2000
**Phone**:+61 2 8246 8900
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