IMI CIB_Assistant Relationship Manager

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Scope and Purpose

• Support the Relationship Manager(s) in evaluating trend and economic performance of the related customers and in the activation of all necessary corrective actions
• Assist the RM in identifying business opportunities and with cross-selling Intesa Sanpaolo's financial products and services, which includes IMI CIB products, etc.
• Support the Relationship Manager(s) in meeting profitability and achieving commercial and risk goals for the referenced customer
• Support the Relationship Manager(s) in meeting with targeted customers to achieve defined commercial objectives.
• Manage tasks related to the investigation and drafting of the credit line file (excluding the loan proposal).
• Complete administrative activities related to customer management and working with internal teams as needed.
• Actively interface with customers in the management and resolution of problems and requests.
• Guarantee the quality of work performed and completed in conjunction with recognizing deadlines by intervening in urgent transactions.
• Ensure the correct management of customers by ensuring compliance with what is set in operational processes and company regulations.
• Liaise with the Branch's other Departments and Group structures on business related banking activities, and in particular collaborating and coordinating with Credit Officers in preparing credit proposals
• Ensure the Branch's KYC (Know Your Customers) and CDD (Customers Due Diligence) procedures and directives are strictly adhered to
• Perform management reporting and marketing research responsibilities as directed/assigned by management on occasion

The salary range for this position is 80k $-110k $.

Required Experience

0-2 years experience in the role required

Required Qualifications, Skills and Knowledge

• Ability to build and manage relationships
• Client financial assistance know-how
• Knowledge of credit products and procedure management.
• Knowledge of banking products, services and U.S. corporate marketplace
• Bachelor’s Degree

About us

We are the leading banking group in Italy and one of the Top Tier in Europe. Join us and be part of our successful story!

With over 20 million customers in Italy and abroad, we are a true engine of sustainable growth, with a strong commitment to the environment and a tangible impact on society. People are our driving force. We take care of them and foster an inclusive culture where everyone feels valued and empowered.

Join an international and innovative Group. Don't wait for the future, choose it!

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We guarantee an inclusive and equal environment. We will consider all applicants regardless of race, religion, sexual orientation, gender identity, marital status, national origin, age, disability, or any other protected category in compliance to D.lgs. 198/2006, 215/03 and 216/03.

For the evaluation of the application, the data will be processed by Intesa Sanpaolo S.p.A. as Data Controller. We invite you to review the dedicated Privacy Information Notic e for more details.