Relationship Manager Corporate Banking-VP/AVP

Seamless Talent, LLC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

International Bank in New York City is seeking a Relationship Manager for the Corporate Banking department. The role focuses on corporate loans, credit analysis, and maintaining client relationships with five or more years of relevant experience.

The ideal candidate will manage syndicated and bilateral loans, assist with credit packages, and ensure regulatory compliance while delivering excellent client service to corporate and financial-institution clients.

Qualifications

• Bachelor’s degree or equivalent in Finance, Economics or other business related field
• 5+ years relevant industry experience in corporate lending and client relationships
• Experience or knowledge in trade finance is a plus

Responsibilities

• Prepare credit proposals for syndicated and bilateral corporate loans and support credit analysis
• Attend meetings, prepare minutes, agendas, and client materials
• Assist in portfolio management, credit packages, and projects
• Prepare monthly activity reports for Head Office or related departments
• Obtain KYC information and coordinate with clients/agents
• Prepare annual reviews and credit-related reports for assigned accounts
• Provide excellent customer service and assist in opening new accounts
• Maintain an updated deal information database and related reports
• Assist in arranging credit facilities and preparing marketing materials
• Complete mandatory annual BSA/AML training

Skills

Corporate lending

Customer relationship

Trade finance

Education

Bachelor's degree in Finance/Economics or related field

Job description

International Bank is seeking a Relationship Manager to join their Corporate Banking department in New York City. 5+ years relevant industry experience, corporate lending / customer relationship. Experience and knowledge in trade finance is a plus. Project finance, experience in credit and financial report analysis, experience in direct client management is preferred.

Position summary: To process assigned syndicated and bilateral loan products and related works and services with a primary focus on Corporate Clients, and Financial Institutions

Relationship Manager Responsibilities:

• 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
• 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
• 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
• Undertake any other relevant duties assigned by the Department Head from time to time
• Successfully complete the mandatory annual BSA/AML training

Knowledge & Experience Requirements:

• Bachelor’s degree or equivalent in Finance, Economics or other business related field
• 5+ years relevant industry experience, corporate lending / customer relationship. Experience and knowledge in trade finance is a plus.
• Demonstrates strong understanding of corporate banking products and credit analysis.
• Project finance, experience in credit and financial report analysis, experience in direct client management is preferred.

Capability Requirements:

• Strong understanding of accounting principles and financial statement analysis
• Good internal and external client marketing and service skills, including strong written and interpersonal communication skills.
• Strong business problem solving skills with strong customer orientation