Corporate Relations Manager

BankPro; Florida; On-site; USD 90,000 - 120,000; Full time

Job summary

BankPro, a private digital bank in the United States, seeks a Corporate Relations Manager to guide new corporate clients from onboarding through setup and ongoing support. You will work across compliance, technical, and operations teams to ensure a smooth Client Area experience.

You will coordinate documentation, perform platform demonstrations, configure accounts, and resolve onboarding issues while maintaining strong client relationships and clear communication.

Qualifications

• 2+ years in a client-facing role within banking, fintech, or financial services.
• Experience onboarding corporate clients and managing account setup.
• Familiarity with KYC/AML documentation and compliance processes.
• Strong communication and interpersonal skills for multi-stakeholder relations.
• Ability to explain platform functionality to non-technical users.
• Detail-oriented with excellent organisational skills.
• Ability to work cross-functionally with compliance, legal, and technical teams.
• Fluent English, both written and spoken.

Responsibilities

• Serve as the frontline contact for new corporate accounts and onboarding.
• Lead platform walk-throughs and educate clients on features and options.
• Configure new client accounts and adjust system preferences for go-live.
• Coordinate collection and submission of required onboarding documents.
• Review documents for completeness and address verification delays with teams.
• Provide frontline troubleshooting for Client Area onboarding issues.
• Bridge client feedback with internal technical support and engineering teams.

Skills

Client relations

Onboarding

KYC/AML

Cross-functional

Communication

Detail-oriented

English fluency

Job description

Join BankPro: a private digital bank. We are always on the lookout for talented individuals who can contribute to our success and thrive in a dynamic, innovative working environment. Every team member is an invaluable part of our Pro team.

As a Corporate Relations Manager, you will serve as the primary point of contact for new corporate clients, guiding them through onboarding, platform setup, and day-to-day operational support. This role requires a client-focused professional with strong communication skills and the ability to work across compliance, technical, and operations teams.

Key Responsibilities

• Serve as the dedicated frontline contact for new corporate accounts, guiding key stakeholders through the initial setup process
• Lead platform walk-throughs and demonstrations to educate clients on Client Area functionality, navigation, and available product options
• Configure new client accounts and assist with system preferences to ensure a smooth transition to operational status
• Guide corporate clients through the collection, completion, and submission of required legal, operational, and onboarding documentation
• Review submitted documents for completeness and coordinate with compliance or legal teams to resolve verification delays
• Provide frontline troubleshooting and assistance for any issues or questions encountered within the Client Area during onboarding
• Diagnose platform usability friction points, serving as the bridge between corporate clients and internal technical support or engineering teams

Requirements

• 2+ years of experience in a client-facing role within banking, fintech, or financial services
• Experience working with corporate clients and managing account onboarding processes
• Familiarity with KYC/AML documentation requirements and compliance processes
• Strong communication and interpersonal skills, with the ability to manage multiple client relationships simultaneously
• Tech-savvy with the ability to explain platform functionality clearly to non-technical users
• Detail-oriented with strong organisational skills
• Ability to work cross-functionally with compliance, legal, and technical teams
• Fluent English, both written and spoken