Corporate Banking Associate: Client Growth & Pitch Lead

Santander US; New York (NY); On-site; USD 145,000 - 175,000; Full time

Job summary

Santander US is seeking an experienced Corporate Banking professional to support senior bankers, prepare client presentations, and coordinate cross-sell opportunities. You will act as a primary liaison with Risk and other product teams, ensuring timely execution and regulatory compliance.

Ideal candidates hold a Bachelor’s degree, 3+ years of corporate banking experience, and strong financial modeling, Excel, and PowerPoint skills.

Qualifications

• 3+ years of relevant experience - Required.
• Hands on Corporate Banking experience.
• Understanding of corporate finance and banking products.
• Demonstrated knowledge of credit.
• Solid financial modeling skills.
• Strong communication and interpersonal skills.
• Advanced knowledge of Excel and PowerPoint.
• Ability to coordinate across multiple teams.
• Team player and self starter.

Responsibilities

• Provides support to senior bankers and serves as a secondary banker for clients.
• Lead client presentation preparation, including all background research and analysis, drafting and production of any client marketing materials and pitch books.
• Support senior banker in follow-up on identified cross sell opportunities with clients, including leading the coordination of Credit, Product and stakeholders in the Global Network.
• Serve as main point of contact with Risk Department, leading the coordination of all relevant risk presentations.
• Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
• Support product partners and monitor entire execution process for transactions ensuring timely execution to meet client expectations.
• Perform client research directed at uncovering opportunities to market bank products, strategic formulation of industry views/ideas, industry peer/comp research, trends and transformational events.

Skills

Corporate banking experience

Credit knowledge

Financial modeling

Strong communication

Interpersonal skills

Coordinate across teams

Self-starter

Team player

Education

Bachelor’s Degree

Tools

Excel

PowerPoint

Job description

Santander US is seeking an experienced Corporate Banking professional to support senior bankers, prepare client presentations, and coordinate cross-sell opportunities. You will act as a primary liaison with Risk and other product teams, ensuring timely execution and regulatory compliance.

Ideal candidates hold a Bachelor’s degree, 3+ years of corporate banking experience, and strong financial modeling, Excel, and PowerPoint skills.