Banking Relationship Manager I

Aztec Group•Radnor, WV

About The Position

At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative. About the role: Reports to the Banking Relationship Manager II The Banking Relationship Manager I is responsible for supporting client relationships, managing banking operations, coordinating onboarding activities, and ensuring adherence to regulatory and internal requirements. This role collaborates closely with Sales, Marketing, Compliance, CFT, Banking Hub, and various internal stakeholders to deliver efficient, client-focused banking support. This is an exciting opportunity for the candidate to make a significant impact to our expanding US business and to work with a growing and dynamic team.

Requirements

Bachelor’s degree in Finance, Business Administration, Economics, or related field.
3–5 years of experience in banking, financial services, relationship management, or client service roles.
Robust understanding of banking platforms, onboarding processes, and regulatory requirements.
Experience working with Salesforce or similar CRM systems.
Understanding of payment processes, controls, and banking operations workflows.
Excellent communication and interpersonal skills.
Demonstrable analytical and problem‑solving abilities.
High attention to detail with the ability to manage multiple priorities.
Ability to work collaboratively with cross‑functional teams.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to interpret data and prepare reports for leadership review.

Responsibilities

Client Relationship & Account Management Attend sales meetings as required, participating in introductory calls with internal teams and clients.
Conduct monthly, quarterly, and yearly client visits and serve as Banking Point of Contact (POC).
Manage client escalations and coordinate with Client Facing Teams (CFT) on escalations.
Maintain the client tiering and client relationship model tracker.
Maintain accurate and current Salesforce records, including client triggers, breaches, and credit rating issues.
Support the onboarding of U.S. accounts (BAM) and coordinate onboarding of U.S. banks not on Banking Hub.
Pitch & New Business Support Collaborate with Sales and Marketing teams during the pre-pitch stage to complete questionnaires and conduct necessary research.
Assist in closing questionnaire gaps during the pitch stage and support documentation requirements for clients.
Track, submit, and attend New Business Committee meetings.
Banking Operations & Oversight Liaise with banks and IT Security Admin regarding changes, new functions, and new processes on banking platforms.
Conduct annual reviews of banking platforms, signer authorities, and approval thresholds.
Collaborate with Banking Hub and Manager to create and maintain a payment oversight tracker to ensure issues are escalated and resolved in a timely manner.
Become a key collaborator with Bank Clarity regarding Banking Hub rollouts, updates, and issue reporting from a U.S. perspective.
Assist with cleanup and refinement of the Banking Matrix in preparation for Salesforce implementation.