Relationship Deposits Specialist
8 hours ago
Key Responsibilities and Accountabilities:
- Respond quickly and efficiently to the requirements of new and existing clients.
- Promote a culture of recognising the value of collaboration by engaging in effective and valuable communication with other teams to meet client expectations.
- Actively manage all new Deposits client onboarding and applications.
- Proven ability to complete work independently.
- Ability to interpret and execute Deposits AU branch prudential management tasks, moderately complex CDD risk analysis in AML/CTF, KYC and other associated operational tasks including effective triage of referrals.
- Required to liaise with all relevant parties to ensure that documentation and accounts are processed promptly and accurately.
- Adopt and promote best practice within the Deposits team and when undertaking work as allocated.
- Utilise appropriate workflow tools and processes to provide key stakeholders with clear oversight on workload and capacity.
- Manage client reviews in line with Bank policy and procedure.
- Monitor accounts in excess and taking the appropriate action as directed from a commercial and prudential perspective.
- Work collaboratively with key stakeholders and partners to foster an environment of continuous improvement within Country Banking.
- Develop and maintain strong internal relationships within the broader Rabobank network.
- Ensure compliance with the Bank's policies and procedures at all times including Audit, Compliance and Business Continuity.
- Undertake administrative work as required, including responding to telephone and branch enquiries and general liaison with clients, other service providers, branches and other stakeholders.
- Other duties as directed.
Key Relationships:
Key Performance Indicators:
- Specific targets on qualitative & quantitative operational tasks
- Implementation of process improvements to improve cycle times, speed to market and staff engagement.
- Minimise the number of overdue prudential items, including reviews within the Deposits Hub.
- Minimise the number of Marginal findings.
- Achieve minimum Revenue target.
- Achieve minimum target for 'Bank' rated NPS (if applicable).
- Deposits AU prudential management and comprehensive CDD risk analysis in AML/CTF, KYC requirements
Key requirements
- Minimum 3-5 years of experience in a similar role or within banking, finance or agriculture (as a guide).
- Ability to interpret and execute branch prudential management tasks and other associated operational tasks.
- Strong understanding of risk analysis in AML/CTF and KYC requirements.
- Possess a strong understanding of client structures.
- Experience working within a customer service environment.
- Strong knowledge of Deposits.
- Strong communication at all levels both written and verbal.
- Ability to develop and maintain strong relationships with key internal and external clients.
- Capacity to work towards timeframe and manage client expectations.
- Developed planning and organisational skills to manage competing priorities.
- Ability to work effectively with no supervision and within a team environment.
Qualifications:
Essential:
- Tertiary qualifications in business, finance or related discipline.
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