求人の詳細

日系銀行でのクライアントサービスアナリスト -カリフォルニア州ロサンゼルス

業務

• Monitoring 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.
• Determining the rate applicable to the clients based on the relationship status and credit approval conditions
• Instructing 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,
• Closing foreign exchange deals (buying and selling) with all major currencies for spot dates and also set forward option contracts

応募資格

• 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
• Prior experience in corporate banking, wealth management or at a senior retail branch level is preferred
• Excellent communication skills in English and Japanese with attention to details and problem-solving capacity is required (Japanese language proficiency 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

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