Job Description

Position Overview

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as the main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Participates in the development and delivery of innovative products and/or services. Works with internal partners as appropriate. Demonstrates a thorough and expert understanding of duties in the market and related controls. Administers transactions that may have significant complexity and impact to GCM, including new and/or high impact clients.

Primary Responsibilities

• Monitor relevant administrative and operational systems, databases, and activity related to accounts of significant intricacy, complexity, and level of risk, to ensure accounts are set up and operating within established policies, procedures, and guidelines.
• Review, analyze, and provide comments to counsel related to the negotiation and drafting of operative documents and agreements for assigned accounts.
• Ensure coordination of activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance, and/or Audit as required.
• Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
• Work with external parties, including attorneys, financial advisors, interested parties, and alliance/service partners, to structure and close GCM transactions in a timely manner.
• Complete various account administration activities of moderate to significant intricacy, complexity, and risk, including timely cash flow execution and fee billing, internal and external reporting, and tickler processing.
• Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone, and prepare fee proposals to support new business opportunities.
• Evaluate fees for suitability and conformance with fee schedules.
• Partner with Fee Billing to monitor and timely collect aged receivables.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business.
• Provide coverage and support for other Relationship Managers within the assigned Section/Unit as required by absence.
• Represent GCM at transaction closings, attend and chair client meetings and presentations, and prepare related relevant documentation to support the attraction, retention, and expansion of client relationships.
• Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.
• Participate on Divisional and Departmental projects as assigned at a strategic and tactical level, inclusive of product development, fee structures, service delivery, and policy and procedures.
• Direct and/or monitor less experienced Relationship Managers and Client Administrators in the timely execution of cash flows, fee billing, internal and external reporting, and tickler processing.
• Work with management to identify opportunities to enhance GCM’s control environment, existing and new products, internal coordination and collaboration, and client service model, and implement enhancements as requested to improve business results, client service, and efficiency.
• Advise and work with management on any actual or potential product changes, such as adverse court or regulatory rulings, competitive landscape changes, and changes to market provisions in agreements, that may affect GCM’s ability to sustain its’ control environment, future profitability, and growth to ensure.

Employment Type

Full time

Salary

• [Salary information not provided]

Location Type

• [Location Type information not provided]