This position will play an integral role responsible for managing portfolio of corporate and trust clients. Other responsibilities include: 

• Contact new clients for onboarding activities
• Assist in customers loan applications and closings
• Complies with all department and company policies, procedures, audit guidelines, and regulations
• Maintain securities register and insurance premium diary for customer loans
• Prepare financial statements in QuickBooks for trust and corporate client reporting
• Reconcile the broker settlement transactions with UnibanX daily
• Process securities trades relating to purchase and sale of securities

Requirements:   

• A Bachelor’s degree in Business Management or a related field
• A minimum of 2 years’ experience in a similar role within a financial institution
• Excellent customer services experience  
• Knowledge of the Bank’s policies and procedures 
• Knowledge of MS Office and QuickBooks 
• Outstanding communication and organizational skills with the ability to work accurately at pace
• Ability to multitask, prioritise their daily workload and demonstrate creativity and initiative

Salary: US$40,000 – US$60,000 per annum plus benefits. Please note only Caymanians will be considered for the role. 

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply.