Banking Relationship Manager, Americas

Credit Benchmark; New York, Northern (NY, KY); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Hybrid working pattern

Competitive holiday package

Private medical, dental and vision

Job summary

Credit Benchmark in New York is seeking a Banking Relationship Manager to cultivate and deepen relationships with contributing banks across the U.S. and Canada.

You will work with the Head of Banking Americas, coordinating meetings, demos, and strategic engagements to unlock value and cross-sell opportunities. You will operate with significant autonomy in a lean, entrepreneurial environment, building knowledge of each institution’s risk workflows and stakeholder landscape while collaborating

Qualifications

• 7+ years of relevant professional experience in banking or credit risk with client engagement.
• Strong academic credentials in finance, economics, business, mathematics or related field.
• Excellent written and verbal communication with senior professionals.

Responsibilities

• Manage and deepen contributing-bank relationships with Head of Banking Americas.
• Develop understanding of each bank’s structure, priorities, and risk workflows.
• Lead meetings, product demos, training, and engagements with banks.
• Coordinate meetings, agendas, and follow-through; ensure action items are completed.
• Identify cross-sell opportunities and communicate market intelligence internally.
• Maintain high-quality relationship records in Salesforce.

Skills

Experience: 7+ years

Banking/credit risk knowledge

Relationship management

Strategic thinking

Commercial acumen

Independent / self-starter

Ex cellent written/verbal comms

CRM experience (Salesforce)

Education

Bachelor's degree in Finance/Economics/Business/Mathematics

Tools

Salesforce

Job description

Credit Benchmark is the leading provider of independent consensus credit risk intelligence. We aggregate and anonymize internal credit risk assessments from many of the world’s leading financial institutions to produce unique, forward-looking measures of credit risk across corporate, financial, sovereign and fund entities globally.

Our contributor network sits at the heart of Credit Benchmark. Participating financial institutions contribute anonymized credit risk estimates, which we aggregate to create independent consensus credit risk data and analytics used by financial institutions around the world.

The opportunity

Credit Benchmark is seeking a Banking Relationship Manager to work closely with our Head of Banking Americas and broader commercial team to help manage and deepen our relationships with contributing banks across the U.S. and Canada.

The role combines relationship management, strategic and commercial thinking, credit risk knowledge and disciplined execution. You will develop a deep understanding of each institution – how it is organized, how its credit and risk functions operate, who the key stakeholders are, what matters to them and where Credit Benchmark can add further value.

You will take ownership of much of the day-to-day coordination, preparation and follow-through across these relationships, enabling senior commercial colleagues to focus on high-value strategic engagement.

Our contributing banks also represent an important commercial opportunity. You will help identify new users, use cases and cross-sell opportunities within these institutions and work with the broader commercial team to pursue them.

Based in our New York City office, you will be part of a close-knit local team while working regularly with colleagues across Credit Benchmark globally. This is a highly visible role in a lean, entrepreneurial environment, and we are looking for someone who is comfortable operating with significant autonomy.

With that autonomy comes the opportunity to make an immediate and visible impact. Your ideas will be heard, your contribution will be visible, and from day one you will have the opportunity to improve how we manage and develop some of Credit Benchmark’s most important strategic relationships.

What you’ll do

Manage and Develop Contributor Relationships

• Work closely with the Head of Banking Americas to help manage our contributing-bank relationships
• Build relationships with relevant stakeholders across contributing institutions
• Develop a strong understanding of each bank’s organizational structure, priorities, credit risk workflows and relationship with Credit Benchmark
• Participate actively in contributor meetings and increasingly lead appropriate interactions independently
• Lead or support product demonstrations, training sessions and other contributor engagements
• Prioritise and engage in face-to-face meetings with key stakeholders, with some travel within the region to be expected

Own the Execution

• Coordinate contributor meetings and ongoing engagement, including agendas, presentations and briefing materials
• Ensure Credit Benchmark participants are well prepared for important interactions
• Attend meetings, capture decisions and actions, and own the follow-through
• Track initiatives, requests and commitments across the contributor portfolio and proactively drive them forward
• Maintain high-quality relationship records in Salesforce, including contacts, interactions, opportunities and key institutional knowledge
• Keep the workflow tight – ensure important actions and opportunities do not fall through the cracks

Think Strategically & Commercially

• Understand how large banks are structured, how they operate and how decisions get made
• Map relevant stakeholders across credit risk, counterparty risk, lending, markets, treasury, data, technology and other functions
• Look beyond individual contacts to understand and develop the broader institutional relationship
• Identify organizational, leadership or strategic changes that could affect the relationship or create new opportunities
• Identify new users, use cases and potential cross-sell opportunities for Credit Benchmark’s products and capabilities
• Work with the Head of Banking Americas and broader commercial team to ensure opportunities receive appropriate follow-through

Connect Our Banks with Credit Benchmark

• Coordinate with Commercial, Product, Research, Data and Operations to address contributor questions and requests
• Proactively gather, organize and communicate contributor feedback and market intelligence to relevant internal teams
• Represent Credit Benchmark at relevant industry events and conferences

Credit Risk Knowledge Is Essential

This is not a traditional relationship management or administrative role. Our contributing-bank relationships involve sophisticated credit risk professionals. You must understand credit risk well enough to follow substantive conversations, ask intelligent questions and communicate credibly with experienced practitioners.

You should be comfortable with concepts including:

• Internal credit risk ratings and rating methodologies
• Probability of default (PD)
• Credit scorecards and models
• Counterparty and wholesale credit risk
• Rating migrations and credit trends
• Regulatory and economic capital

You do not need to be a quantitative model developer. But you do need to understand these concepts, why they matter and how banks use them to assess and manage credit risk. Above all, you should be innately curious about how banks think about and manage risk.

What we’re looking for

• 7+ years of relevant professional experience – ideally combining exposure to banking or credit risk with client engagement, relationship management or commercial responsibilities
• Strong academic credentials – ideally including a degree from a highly regarded university in finance, economics, business, mathematics or another relevant discipline
• Strong working knowledge of credit risk and the language used by credit risk professionals
• A strong understanding of how large banks are structured and operate – including how risk, front-office, data and technology functions interact
• Strategic thinking and commercial curiosity – the ability to connect information, see the broader relationship and identify opportunities
• A genuine self-starter with a bias toward action – you proactively identify problems, opportunities and next steps and take ownership of driving them forward
• Confidence and judgment to operate autonomously and make decisions – while knowing when to seek input or involve others
• Experience in client engagement, relationship management or another externally facing role
• Exceptional organization, attention to detail and follow-through
• Confidence interacting with senior professionals at large financial institutions
• Excellent written and verbal communication skills
• Experience with Salesforce or a similar CRM is helpful

Who You Are

You combine strategic thinking with exceptional execution.

You are curious about how large financial institutions really work – how they are organized, how decisions get made and how they manage risk. You understand credit risk and are comfortable discussing ratings, PDs, scorecards and models with experienced practitioners.

You are a self-starter in the truest sense. You don’t wait for someone to give you a list of tasks or tell you what to do next. You see what needs to be done, develop a point of view and make things happen. You are comfortable making decisions and taking ownership, while having the judgment to know when collaboration or escalation is needed.

You are equally comfortable at the strategic and detailed level. You can think about how Credit Benchmark should deepen its relationship with a major bank and then personally ensure that the next meeting is well prepared, Salesforce is current and every follow-up action gets completed.

And you have commercial curiosity. When you learn something about a bank, you naturally ask: Who else should we know? Where else could Credit Benchmark add value?

Most importantly, you want your work to matter. You will thrive in a small, collaborative New York office where good ideas can quickly become action and where an ambitious, capable person can make a meaningful difference from the moment they join.

What Success Looks Like

• Our contributing-bank relationships are exceptionally well managed
• The Head of Banking Americas spends more time on high-value strategic engagement because coordination, preparation and follow-through are handled exceptionally well
• Credit Benchmark develops deeper institutional knowledge and broader relationships within our contributing banks
• Actions, commitments and strategic initiatives are tracked and delivered
• New stakeholders, use cases and cross-sell opportunities are consistently identified and brought to the commercial team
• Contributor feedback reaches the right teams and helps inform Credit Benchmark’s priorities
• You become a trusted relationship in your own right with our contributing banks
• The annual base salary for this position is $100K – $125K dependent on skillset and experience + OTE.
• Flexible working: Hybrid working pattern for a healthy work/life balance
• Vacation: Competitive holiday package
• Health and Wellbeing: Private medical, dental and vision cover, paid sick and bereavement leave
• 401(K): Automatic enrolment into company 401(K) scheme
• Supportive, family friendly culture: Generous paid leave for new parents and caring environment
• Learning and Development: Professional development opportunities through seminars, conferences, training and courses and internal mentorship
• Community: Supportive, collaborative and social team environment

Our commitment to diversity, equity, and inclusion

At Credit Benchmark, we are deeply committed to diversity, equity and inclusion. This means celebrating who we are as individuals and as a team because our company and culture reflect the sum of our employees.

We strive to create a mindful and respectful environment that includes fairness, kindness, and understanding. We empower each other to bring our authentic selves to work and champion our colleagues’ development and achievements. Our diversity brings a multitude of perspectives and ideas and is imperative to the success of our business.

We are dedicated to ensuring that principles of diversity, equity and inclusion are rooted in Credit Benchmark’s DNA. We continue to build on these principles as our company grows while retaining the progress we have made as team.

Credit Benchmark is proud to be an Equal Employment Opportunity employer. We believe no one should be at a professional disadvantage because of their background. We do not discriminate based upon any legally protected characteristic and are committed to fostering a working culture that is free of discrimination and harassment.

Credit Benchmark is also committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures and employment.

Credit Benchmark is proud to be an Equal Employment Opportunity employer. We believe no one should be at a professional disadvantage because of their (duplicate paragraph omitted)

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