Corporate Banking Relationship Manager - Associate
About The Position
The Corporate Banking Relationship Manager-Associate supports Senior Relationship Managers with client management, transaction execution, and portfolio management, while also participating in other strategic business activities. The Associate supports senior bankers and serves as a secondary banker for clients. The role involves preparing client presentations and marketing materials, coordinating cross-sell opportunities and risk presentations, supporting transaction execution, and conducting client and industry research. The position also requires adherence to compliance procedures and internal and operational risk controls.
Requirements
- Bachelor’s degree in a related field, or equivalent demonstrated through a combination of work experience, training, military service, or education.
- At least 3 years of corporate banking experience.
- Strong credit skills, knowledge, and experience.
- Experience working with companies having more than $100 million in annual revenue.
- Understanding of corporate finance and banking products.
- Solid financial modeling skills.
- Strong communication and interpersonal skills.
- Advanced knowledge of Excel and PowerPoint.
- Ability to coordinate across multiple teams.
- Team player and self-starter.
Nice To Haves
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Responsibilities
- Support senior bankers and serve as a secondary banker for clients.
- Lead preparation of client presentations, including background research and analysis, and draft and produce client marketing materials and pitch books.
- Support senior bankers in following up on client cross-sell opportunities, coordinating Credit, Product, and Global Network stakeholders.
- Serve as the main point of contact with the Risk Department and coordinate relevant risk presentations.
- Adhere to compliance procedures and internal and operational risk controls in accordance with applicable regulatory standards, requirements, and policies.
- Support product partners and monitor transaction execution to ensure timely completion and meet client expectations.
- Conduct client research to identify opportunities to market bank products, formulate industry views and ideas, and assess industry peers, competitors, trends, and transformational events.
Benefits
- Competitive rewards package; benefits are described as supporting employees, their families, and well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
