Обязанности и достижения:
Working with Global Financial Institutions, Russia, Ukraine, CIS, Israel in terms of following business: commercial and bank-to-bank international payment coverage; international trade services and loans: documentary collections, letters of credit, SBLC, BG, syndications, assets-backed securitizations (DPR), bilateral loans, A/B loans.
• Assisting in identifying key business opportunities through proactive research, management information, networking with clients.
• Reviewing credit limits required to support business development and product cross sell. Understanding and anticipating clients customer service needs; proactively identifying solutions.
• Assisting in preparation for RFPs, client calling effort; prepare briefing memos, proposals, call preparation information packs, call reports.
• Providing operational support to the RM including data collection and preparing reports on revenue, product usage and AML/KYC compliance information, updating CRM system, Salesforce.
• Developing a strong knowledge of Wells Fargo systems, GFI Credit, and products such as capital markets, transaction banking, fixed income and asset management and applying these products and solutions to global FI clients in the portfolio.
• Handling compliance, credit and regulatory matters ensuring that documentation requirements are met. In conjunction with local RM, ensure that customer files are up to date and complete in line with compliance and risk management requirements.
• Assisting with development of client relationship plans and specific product plans (customers, volumes, revenues, sales approach, planning etc.) which are linked to business line strategies for the region, country and specific client relationships.
• Calling on financial institution clients and prospects with Product Partners and RMs to consult on complex customer specific solutions and provide production support on product issues. All in all, working in close cooperation with RMs in order to maintain, grow and win new business, liaising issues between USA HQ and our partner-banks.