- Onboarding and KYC of customers in the FIG sector, including liaison with OPD and CLD departments
- Communication with clients on progress of onboarding
- 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 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 maybe required
- Institutional banking KYC / Client onboarding experience
- Tertiary qualification
- Minimum 5 years of relevant banking experience
- Previous client liaison and administrative experience preferred
- Basic knowledge of facility documents
- Understanding of corporate client deal on-boarding (full life cycle of deal) process and relevant system input.
- High attention to detail and accuracy
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Corporate Banking - Sydney, Australia - Anton Murray Consulting
Description
Sydney
Investment Banking
Permanent
This is a Client Support role, supporting existing and prospective 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 on-boarding 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:
Competencies/ Skills & Experience: