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Senior Portfolio & Relationship Manager-Int'l CMS

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First Citizens Bank

2024-11-06 08:43:54

Job location Atlanta, Georgia, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Overview:
This position is responsible for international portfolio and relationship management. Acquires, manages, and maintains relationships with international financial institutions, mainly FCI (Factors Chain International) business partners, located globally. Creates and implements the service delivery and retention strategy for the Bank's highest valued clients. Works collaboratively with various sales partners to build and manage banking relationships to ensure clients' needs are met. Ensures alignment and compliance with corporate strategy, internal policy, applicable laws, and regulations.

Responsibilities:
Sales - Acquire and develop the relationships with international financial institutions, mainly FCI (Factors Chain International) business partners, located globally. Research and identify new and viable opportunities, using social media and other tools to identify prospects for import, export, and reverse marketing business. Identify and attend relevant and appropriate industry and regional events and trade shows for networking and new business opportunities as appropriate. Business travel required as needed to cover assigned geographic region.

Business Support - Support both the customer credit department and the operations department to ensure the highest quality service to partners. Gather data for Client Onboarding to conduct compliance (KYC) reviews for the international region's clients and partners.

Client Service - Maintain high quality international service standards through regular communications with clients via phone, email, social media, and in person visits. Foster relationships with new and existing partners to finalize deals and keep the business with the FCB.

Managerial Functions - Evaluate client profitability, monitor commission income, and review accounts receivable aging regularly. Manage sales activities in (url removed).

Qualifications:
Bachelor's Degree and 6 years of experience in Commercial Banking OR High School Diploma or GED and 10 years of experience in Commercial Banking

Preferred Area of Experience: Factors Chain International (FCI)course certification is required within the first two years of employment. International financial services. Chinese language (Mandarin/Cantonese) proficiency: speaking, reading and writing skillsLicense or Certification Type: null null

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: (url removed).

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