Client Services Analyst for Japanese Corporate Banking

Client Services Analyst for Japanese Corporate Banking

Requirements

• A Bachelor’s degree or have equivalent work experience is required
• Minimum one year of client services work experience in Financial Services industry is required
• In-depth knowledge of corporate banking procedures, products and operations (Loan, Deposit, Foreign Exchange, a full suite of transaction banking products, wire transfer, ACH), trade finance products (SBLC, LC, BB BR)
• Excellent communication skills with attention to details and problem-solving capacity is required
• Be able to communicate effectively and build positive working relationships with various internal partners
• Knowledge of basic PC applications (MS Word, Excel and PowerPoint)
• Basic knowledge of accounting principles

Responsibilities

• Monitor maturing loans, deposits and foreign exchange (FX) transactions, proactively reaching out to the clients to ensure the client’s funding, saving and forex needs are properly addressed each day
• Determine the rate applicable to the clients based on the relationship status and credit approval conditions and seek funding rates from Global Market Division
• Instructs the back office operations to proceed with booking the transactions once the terms and conditions of the products are agreed upon ensuring those meeting approved conditions confirming sufficient credit capacity
• Close foreign exchange deals (buying and selling) with all major currencies for spot dates and also set forward option contracts
• Arrange standby domestic/Caymen/money market for various terms and conditions ensuring the rate quoted meeting all internal guidelines
• Improving/maintaining client satisfaction by respond in a timely manner to various client inquiries and requests
• Deepen awareness and limit the potential for fraud. Investigate any suspicious activities and wire transfers, contacting clients to ensure all funding and fund transfers are properly authorized by registered representatives
• Monitor NSF(non-sufficient fund) data throughout the day and contact the client and relationship manager to address the NSF not to lead to overdraft
• Monitor WIP account to ensure every entry should be accounted for to have correct GL data
• Meet with the client to brief on the services CSD provides and support the relationship manager to market JCB’s full service and dedicated client service resources
• Maintain full understanding of the Bank’s internal policies and procedures relevant to credit policies (ACP/ACRP), transaction banking products, acquire knowledge and keep abreast of overall banking operation and products as well as the financial market conditions
• Work with Transaction Banking Client delivery team to follow up with the client to address any issues
• Participate in departmental and JCB cross unit projects
• Update and maintain a variety of databases; retrieve data to produce reports, conduct analyses, and respond to client and management inquires
• Participate in Kaizen activity to improve accuracy and efficiency of operations and prepare and update CSD operation manuals and procedures, if any
• Perform duties as assigned by Department Head including, such as: Assist with State, Federal, and internal audits. Investigate and provide solutions for past due and pending items.

Preferred Qualifications

• Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred