Client Relationship Support Corporate Banking - Asesor Bancario

The role holder is expected assist Relationship Managers (RMs) in the administration of a group of blue chip large corporate global client relationships in diverse industries headquartered in Monterrey. • Maintain adequate credit ratings, reserves, WWM classification, security enhancements/perfection, terms and conditions &covenants of the loan portfolio.
•Loan disbursements and principal interest payments execution. •Keep financial highlights and industry performance updated quarterly and report any concern. •Keep credit files updated and complete and request corresponding missing information to clients
• Support the RM on day-to-day activities including preparation of pipeline file, coordination with product partners and ensure data and call reports are accurately and timely updated
• Prepare and analyze information and data to drive timely business decisions.
• Prepare presentations of the client portfolio for Senior Management.
• Collaborating with internal stakeholders, which may include relationship managers and product specialists to deliver exceptional standards and quality of service.
• Ensure all CDD (Customer Due Diligence) and associated activities are completed on time. New KYC onboardings & periodic reviews. • Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns. • Protect sensitive customer and bank information by ensuring documents, computers, files, and all confidential matters are appropriately handled as set forth by policy.
• Provide active feedback to seniors on process, operations, risks etc and make recommendation as to how these can be changed to secure the customer and the bank.
• Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements.


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