Key Responsibilities

·        Origination / Client Coverage of own portfolio of Accounts 

·        Provide Origination/Client Coverage support to Senior Bankers..

·        Monitor and ensure compliance with all Know Your Customer, internal monitoring requirements, portfolio reviews, etc.

·        Prepare briefing memos for client visits and for internal presentations/committees

·        Develop an in-depth understanding of the Credit Agricole Group’s product offering and network as well as an understanding of how the Bank’s products and network apply to clients and prospects.

·        Work with Senior Banker to map client internal organization, identify key decision makers and foster multi-product/cross-border relationships between the Client and CA-CIB.

·        Prepare pitch books for client and internal presentations.

·        Monitor revenue budgets for each FIG US Bank client and support Senior Banker in managing revenue budgets in cooperation with the different business lines in GMD/GMS; ITB; SFI and DOD.

·        Manage credit requests and legal documentation approval process for new transactions and new counterparts.

·        Liaise with Credit Coordinator as well as product groups and international counterparts to facilitate approval of credit and documentation.

·        Analyze risk/return metrics on all stand-alone transactions and client relationships.

·        Cultivate and upgrade prospect list for future client development.

Management and Reporting

Position reports to – Head of US Banks