Senior Relationship Assistant – Structured Finance - Nations Trust Bank Colombo 02

About the job

Job Profile:

• Assisting the Senior Manager- Structured Finance and the unit in managing relationships and carrying out operations/documentation relating to clients of his / her portfolio.
• Assist the Relationship Manager in monitoring utilization of credit facilities, calling/soliciting more business, and maximizing utilization of credit limits at the operational level in the company
• Facilitate onshore and offshore account openings and liaise directly with clients to gather additional information necessary for Enhanced Due Diligence (EDD) and compliance checks.
• Prepare MIS data/ reports required by the team
• Obtain Financial Statements on facility renewals and prepare spreadsheets of clients to aid in Risk Analysis
• Follow-up on repayment of loans/excesses and documentation inadequacies
• Raise daily excess approvals, inward clearing, and daily monitoring of the over-line report
• Raise internal instructions on loan recoveries, RTGS transfers, and other transfer instructions
• Handle cash-backed facilities of Corporate Banking clients
• Carry out customer visits independently as and when required
• Handle customer inquiries, attend to routine correspondence, and ensure up-to-date filing
• Coordinate with the Corporate Documentation Department and external legal counsel to prepare and review legal documentation, ensuring alignment with approved credit papers.
• Liaise with the Credit Administration department and the Processing unit regarding the disbursement of facilities
• Maintain strong working relationships with key internal stakeholders, including Legal, Compliance, and Credit Administration teams, to support both new and existing credit facilities.
• Assist the business unit in carrying out stock inspections on a regular basis

Special Skills:

• Excellent communication skills
• Knowledge pertaining to Credit, Trade Financing, Credit Administration, and Banking Operations
• Advanced skills in MS Office applications (Excel, Word, PowerPoint) with a reasonable typing speed
• Good Knowledge of Finance / Accounting with analytical skills

Experience & Qualifications:

• Minimum of 3 years experience in a Bank with exposure to transactions and customers.
• A part qualification in Banking or CIMA/ACA/ACCA/CFA or completion of 01 year of a 03-year degree program (Finance related)