Analyst, Portfolio, Enterprise Banking

Overview

To support the Banker, Enterprise (i.e., Portfolio & Multi-Channel) with the day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio. To ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.

Responsibilities

• Support the Banker, Enterprise with day-to-day administration, portfolio management, sales, operational and credit management functions for an allocated portfolio.
• Ensure that all compliance requirements within the portfolio are met and act as a contact point for the client, providing sales and service fulfilment aligned to segment targets.

Qualifications

• Licenses & Certifications: FAIS Representative
• Experience Required: Relationship Banking (Client Coverage)
• Industry: Business & Commercial...