About the role
FinEx AI summary
Manage a portfolio of Commercial Banking clients, acquiring and growing profitable customers while meeting individual and team targets. Prepare credit proposals, loan applications, and annual reviews, and cross-sell trade, cash management, treasury, and investment products. Conduct customer due diligence and AML/KYC reviews, partnering with risk, compliance, and product teams.
Core skills
Commercial BankingClient Relationship ManagementBusiness DevelopmentCredit AnalysisLoan ApplicationsTrade Services