Client Manager Intern
Zhejiang Tailong Commercial Bank
06.2024 - 09.2024
- Assisted client managers in preparing loan applications, credit analysis, and financial documentation for SME and retail clients.
- Conducted preliminary risk assessments and supported due diligence processes to ensure compliance with regulatory standards.
- Maintained accurate client records and financial reports, improving efficiency in portfolio management and reporting.
- Supported client relationship management by handling inquiries, providing timely updates, and enhancing customer satisfaction.
- Collaborated with internal teams to streamline workflow and contributed to improved service delivery.
