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Relationship Manager -Working Capital
Job in
Salem, Roanoke County, Virginia, 24155, USA
Listed on 2026-02-21
Listing for:
Skillventory
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Analyst
Job Description & How to Apply Below
Core
Roles and Responsibilities:
- Relationship Management & Growth: Acquire new clients through direct/indirect channels and deepen existing relationships by offering tailored financial products.
- Credit Assessment: Prepare Comprehensive Credit Assessment Memorandums (CAM) and resolve queries to secure approvals.
- Portfolio Maintenance & Monitoring: Manage a portfolio of accounts, ensuring timely renewals, reviews, and monitoring of stock statements, insurance, and compliance.
- Working Capital Solutions: Offer products such as Working Capital Demand Loans (WCDL), Letter of Credit (LC), Buyers Credit, and Overdrafts.
- Risk Management & Recovery: Identify potential stressed accounts and initiate recovery actions, such as, restructuring, or reducing exposure.
- Revenue Generation: Achieve sales targets for both fee-based income (trade services) and fund-based interest income.
- Cross-Selling: Promote additional banking products including Treasury, Cash Management Services (CMS), and Current Accounts.
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