Premium Client Manager, North Avenue Branch

Responsibilities

• Provide advice and properly introduce the services offered by the Bank to Premium
• Partner and other clients (hereinafter “client”)
• Identify client needs, offer tailored products as necessary and implement cross-selling
• Open bank, deposit, card and other accounts and prepare required document packages, make sure all the documents are complete and accurate
• Prepare and maintain client files, both in paper and electronic forms (including in the Bank’s operational system, CRM database)
• Track client transactions throughout the business process
• Act as liaison between the client and the bank
• Accept client applications for banking services, including loan applications and conduct their day-to-day monitoring
• Formalize and execute client account crediting, debiting and FX transactions, accept and execute other payment orders
• Make loan repayments, accept loan/overdraft limit reduction applications

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