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Relationship Officer

International Bank

Relationship Officer

Los Angeles, CA +8 locations
Full Time
Paid
  • Responsibilities

    Job Description

    Speak Fluent Indonesian Language is a MUST.

    Function Performing marketing activities, managing relationships, monitoring loan performance. The marketing effort is focused on Indonesian and Indonesian related businesses. II.

    Main Responsibilities

    1. Develop and execute marketing activities. Prepare, manage, and achieve the department’s objectives, annual budget, and strategy according to the Branch’s Business Plan.

    a. Identify customer’s financial needs.

    b. Prepare a banking solution that meets the customer's needs.

    c. Establish an account plan for each relationship.

    d. Conduct regular visits as necessary, and prepare a Site Visit Report,

    e. Perform negotiations with existing and potential customers.

    f. Attend trade and industry events with the goal of expanding business contacts and sources of customers for the New York Agency.

    g. Manage reciprocal businesses through other branches.

    h. Monitor the realization of the Branch’s Business Plan related to marketing activities.

    1. Manage loan application process a. Receive customer’s loan application, and ensure its completeness.

    b. Prepare and provide customer’s data and information.

    c. Conduct spot visits to verify customer’s data and documents.

    d. Review and ensure that adequate/appropriate credit grant to customer.

    e. Consult with the bank attorneys or head office when cases arise that are within or beyond his/her expertise.

    f. Seek assistance from the bank’s legal counsel when loan documentation and/or agreements are complex or unfamiliar.

    Company Description

    International Bank focusing on trade finance & business lawns.

  • Industry
    Financial Services
  • Locations
    Los Angeles, CA • Beverly Hills, CA • Pasadena, CA • Thousand Oaks, CA • Sherman Oaks, CA • Irvine, CA • Newport Beach, CA • San Clemente, CA • Anaheim, CA