CrediaBank
relationship officer
Sep 12, 2026 · CrediaBank
Ηράκλειο·Sep 12, 2026
ΗράκλειοOn SiteΧρηματοοικονομικάPermanentFull Time
JOBILY AI SUMMARY
What you'll do
- Support Senior Relationship Managers and Relationship Managers in developing and completing sales of corporate banking products and services
- Assess customer creditworthiness according to unit scope
- Promote commercial objectives of the Business Center or Investment Banking Unit
- Maintain good working relationships with customers
- Analyze customer needs and formulate appropriate proposals
- Collect required documents and evidence for bank systems
- Adhere to bank policies and procedures
- Prepare financial analyses and submit credit recommendations
- Monitor business banking market and competition
- Execute plans to develop new business banking clientele and promote products
- Execute plans to maintain existing clientele and promote additional products
- Cooperate with relevant units to develop and promote business banking products
- Ensure implementation of procedures and bank policy framework at unit level
- Manage relationships with key stakeholders at unit level
- Ensure continuous compliance with legal and regulatory frameworks and manage risks and findings related to unit activities
Key requirements
- Financial analysis and corporate finance knowledge
- Credit policy adherence and compliance knowledge
- Microsoft Office and advanced Microsoft Excel skills including financial modelling
- Portfolio analysis and product and market knowledge
- Analytical thinking, problem-solving, and communication skills including active listening
- Time management, prioritization, flexibility, adaptability, and teamwork
- sciences / economics / business administration / finance / related fieldpreferred
About the job
Supports Senior Relationship Managers & Relationship Managers in the development and completion of the sale of corporate banking products and services, assessing the customer's creditworthiness, according to the scope of the Unit's activity, as well as in promoting the commercial objectives of the…


