Relationship Manager Corporate Banking

Seamless Talent, LLC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

International Bank in New York City seeks a Relationship Manager to join its Corporate Banking team. You will manage syndicated and bilateral loan opportunities for corporate clients and financial institutions, focusing on credit proposals and analysis.

Responsibilities include preparing credit packages, attending client meetings, coordinating with department heads, and producing monthly activity reports while ensuring regulatory compliance and client service excellence.

Qualifications

• Bachelor’s degree in Finance, Economics or related field.
• 4+ years corporate lending / relationship experience.
• Syndication loan knowledge or experience is a plus.
• Strong written and interpersonal communication skills.

Responsibilities

• Prepare credit proposals for syndicated and bilateral corporate loans.
• Attend client meetings and prepare minutes, agendas and materials.
• Assist in portfolio management and marketing materials for new clients.
• Prepare monthly activity and credit-related reports for Head Office.
• Obtain KYC information and coordinate with clients or agents.
• Ensure compliance with regulatory reporting and internal policies.
• Maintain updated deal information databases and client documentation.
• Support in arranging credit facilities and client communications.
• Complete required annual BSA/AML training.
• Undertake other duties as assigned by Department Head.

Skills

Relationship management

Credit analysis

Financial analysis

Interpersonal communication

Education

Bachelor's degree in Finance/Economics or related field

Job description

International Bank is seeking a Relationship Manager to join their Corporate Banking team in New York City. Syndication Loan knowledge or experience is a plus.

Summary of position: To process assigned syndicated and bilateral loan products and related works and services with a primary focus Corporate Clients, and Financial Institutions.

Relationship Manager Responsibilities:

• Relationship Manager will prepare credit proposals of syndicated and bilateral corporate loans, loans secured by domestic branch and support credit analysis for customers’ financial service needs including managing customer databases and relevant documentation to facilitate accurate and efficient execution of loans
• Attend business meetings, prepare meeting minutes, meeting agendas, and presentation materials for clients
• Relationship Manager will assist Department Head and other relationship managers in portfolio management, credit packages, and assigned projects
• Prepare monthly reports to Head Office and/or relevant departments with all related business activity/volume required
• Obtain KYC related information and coordinate with clients or agents. Set up customer ID
• Relationship Manager will prepare required annual reviews and credit-related reports on assigned accounts to ensure compliance with regulatory reporting requirements and internal credit policies
• Provide excellent customer service and assist in opening new accounts for clients and maintain necessary documents for all operations and maintain effective relationships with clients
• Maintain an updated deal information database and related reports
• Assist Department Head in arranging credit facilities, participate in client meetings and prepare marketing materials for new clients and prospective clients
• Successfully complete the mandatory annual Branch BSA/AML training
• Undertake any other relevant duties assigned by the Department Head from time to time

Relationship Manager Requirements:

• Bachelor’s degree or equivalent in Finance, Economics or other business related field
• 4+ years relevant industry experience, corporate lending / customer relationship. Experience and knowledge in trade finance is a plus.
• Syndication Loan knowledge or experience is a plus
• Demonstrates understanding of corporate banking products and credit analysis a plus
• Understanding of accounting principles and financial statement analysis a plus
• Good internal and external client marketing and service skills, including strong written and interpersonal communication skills.
• Team player
• Strong business problem solving skills with strong customer orientation