Relationship Manager, Client Onboarding & Payments

Phyton Talent Advisors; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Phyton Talent Advisors is seeking a Junior Relationship Manager to support the USD Cash Clearing team in New York. You will assist Relationship Managers with daily client coverage, onboarding, KYC, and ongoing banking operations for financial institution clients.

The role emphasizes handling inquiries, ensuring accurate documentation, and contributing to compliance, governance, and process improvements. Strong Excel and MS Office skills, attention to detail, and the ability to work with multiple

Qualifications

• Experience in banking, payments or financial institution coverage.
• Understanding AML and Compliance procedures in a banking environment.
• Working knowledge of KYC requirements for financial institutions.
• Understanding payment systems and banking/payment operations.
• Strong Excel skills and proficiency with Microsoft Office.
• Strong written and verbal communication skills with a client-oriented approach.
• Strong attention to detail and ability to work effectively with multiple internal stakeholders.
• Ability to work independently, manage priorities, and meet deadlines in a fast-paced environment.

Responsibilities

• Support Relationship Managers in day-to-day coverage of financial institution clients and serve as back-up as needed.
• Handle client inquiries, working with Client Service and other internal teams on investigations, transaction status requests and audit confirmations.
• Prepare client documentation for pricing updates and keep client information accurate in internal systems.
• Prepare GTB Business Reviews for Relationship Manager review.

Skills

Banking experience

AML procedures

KYC requirements

Payment systems knowledge

Client communication

Attention to detail

Independent work

Tools

Excel

Microsoft Office

Job description

Phyton Talent Advisors is seeking a Junior Relationship Manager to support the USD Cash Clearing team in New York. You will assist Relationship Managers with daily client coverage, onboarding, KYC, and ongoing banking operations for financial institution clients.

The role emphasizes handling inquiries, ensuring accurate documentation, and contributing to compliance, governance, and process improvements. Strong Excel and MS Office skills, attention to detail, and the ability to work with multiple