Trainee Corporate Banking Operations

Crédit Agricole CIB; Comunidad de Madrid; Presencial; EUR 36.000 - 48.000; Jornada completa

Descripción de la vacante

Crédit Agricole CIB in Madrid seeks a role focused on client servicing and operational support across payments, loans, international guarantees and documentary credits. You will liaise with client, business lines and platforms to ensure smooth execution of deals and proactive service throughout the business chain.

Responsibilities include advisory to clients, coordination with platforms and FO, and ensuring compliance with internal controls and documentation.

Formación

• Experience in client servicing within financial operations.
• Familiar with platform-driven workflows and advisory roles.
• Ability to coordinate with Front Office, Operations, and Platforms.

Responsabilidades

• Provide advisory to clients for operations in collaboration with Operating Platform experts.
• Coordinate and support platform to ensure proper deal execution.
• Assist in client satisfaction assessment and communication between client, FO and Platforms.
• Coordinate responses to internal support departments (FO, MO, Platforms).
• Collaborate with FO teams to maintain proactive client service across business lines.

Conocimientos

Client servicing

Operations advisory

Platform coordination

Communication with FO/Platform

Internal stakeholder management

Herramientas

Sharepoint

BankTrade

LMT

Isis modules

Descripción del empleo

Liaise with client, business lines and Platforms for handling of Payments, Loans, International Guarantees and Documentary credits.

All responsabilities / duties are carried out in close cooperation with Operating Platform General task:

1.- Client Servicing

• Ensure a role of advisory to the clients for Operations, in link with Operating Platform experts.
• Coordination, follow-up and support to platform to monitor the good execution of deals.
• Participate to the assessment of Client Satisfaction.
• Be a relay of communication between Client/FO and Platform (definition of clients’ requests, expression of operating constrains, and management of priorities …).
• Closely collaborate with FO teams to maintain a pro-active and efficient service to the clients all along the business chain.
• Coordination and answers request to internal support departments and FO, MO, Platforms.

2.- Operational Tasks

• Controls ISIS and set-up of new client relationships (FA, Customer sheet, receipt of required documentation, etc.).
• Reconciliations of wash and nostro accounts, and incoming payment advices.
• Control and Coordination of the activity of all products with Platform and clients.
• Compliance/Financial Security controls and request for approval. Prepared Check List Compliance for Domestic Guarantees.
• Control of PNU.
• Checking of facility and guarantee wordings together with Legal, FO and Platform.
• Processing of issuance, amendment and cancel request for international guarantees via Platform.
• Read the contracts and verify with Coversheet and check list for Loans.
• Invoicing monitoring for LC’s and Guarantees.
• Handling of claims.
• Control, follow up, calculation and claim of commissions in Agencies.
• Use of tools BSG and Platform (Sharepoint, BankTrade, LMT, Isis moduls).
• Reception and verification Notice with LMT.
• Input Static Data in LMT.
• Counterparties.