Relationship Officer
CurrentEnhancing client profitability and relationships with Small and Medium Business clients through proactive engagement, including face-to-face meetings and tailored solutions. Understanding clients' business cycles and financial goals, leveraging product specialists for holistic solutions, and expanding business opportunities through effective referral management. Developing Customer Relationship Management plans, providing customer support, ensuring compliance with KYC, AML, and Financial Sanctions policies, and mitigating risks through loan application reviews and transaction monitoring. Stay updated on industry developments, manage credit files, address loan issues promptly, and maintain proactive cross-departmental communication and collaboration, contributing to the overall performance of cross-functional teams.