Assistant Relationship Manager (Associate) - Financial Institutions

Social Capital Resources; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Social Capital Resources located in New York City is seeking candidates to support Relationship Managers in promoting banking products and services to Financial Institutions clients. Candidates will assist in establishing business relationships and evaluating transactions.

The ideal candidate should have at least 1 year of related experience, preferably in credit analysis or in client-facing roles within banking. Strong negotiation skills are essential, making this an excellent opportunity for motivated individuals.

Qualifications

• 1+ years of related experience preferred.
• Experience in credit analysis or client-facing in banking or non-banking financial institutions is a plus.

Responsibilities

• Supports the Relationship Managers and other team members to promote banking products and services to Financial Institutions clients.
• Assist RM to establish business relationships and promote bank products and services based on client needs.
• Assist RM to evaluate transactions and negotiate terms with banking partners and/or prospective clients.

Job description

Responsibilities

• Supports the Relationship Managers and other team members to promote banking products and services to Financial Institutions clients.
• Assist RM to establish business relationships and promote bank products and services to prospective clients based on the client’s needs and potential business opportunities;
• Assist RM to evaluate transactions and negotiate transaction terms with banking partners and/or prospective clients.

Qualifications

• 1+ years of related experience preferred, and experience in credit analysis or client‑facing in banking or non‑banking financial institutions is a plus.