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    Corporate Banking - Sydney, Australia - Anton Murray Consulting

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    Full time
    Description

    Sydney
    Investment Banking
    Permanent

    This is a Client Support role, supporting existing and prospective portfolios of corporate banking clients. The position functionally reports to a Director, Client Coverage but also assists all Relationship Managers in the corporate loans division.

    The candidate should have a good understanding of the client onboarding process, KYC as well as corporate & institutional banking products, credit
    administration (full lifecycle of booking of a deal) and the process of credit approvals including the associated agreements/contracts.

    Responsibilities:

    • Assist RMs in the handling of deal execution processes across all products that the bank offers, including:
    – Administrative preparation and execution of all facility documentation
    – Liaising with external legal, RMs, and other departments to satisfy conditions precedent.
    – Liaising with the clients, book-runner, etc, RMs, and other departments to satisfy the bank's KYC requirements

    • Completion and circulation for approval of internal forms to set up facilities in the system.

    • Assist RMs in onboarding new customers via data entry into the internal system, preparation and circulation for approval of internal forms and checklists as required

    • Assist RMs across the corporate loans department in administrative client management including changes to signatories list, ongoing KYC requirements

    • Preparation and circulation for approval of internal ad-hoc applications for administrative waivers

    • Assisting RMs with annual account planning via completion of the administrative tasks

    • Ad hoc projects and duties as may be required

    Competencies/ Skills & Experience:


    • Tertiary qualification

    • Minimum 5 years of relevant banking experience

    • Institutional banking KYC / Client onboarding experience

    • Previous client liaison and administrative experience preferred

    • Basic knowledge of facility documents

    • Understanding of corporate client deal onboarding (full life cycle of deal) process and relevant system input.

    • High attention to detail and accuracy



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