The Relationship Manager works closely with senior bankers to provide overall relationship management support and contribute to the Unit’s revenue and asset growth targets while maintaining high client service standards. The role establishes and manages corporate banking relationships in line with New York’s corporate banking strategy and coordinates with senior bankers and product partners to provide clients with solutions across loans, trade, treasury, corporate finance, and global transaction banking. The Relationship Manager drives facility utilization and cross-selling by engaging clients, identifying their needs, and providing excellent service. The role supports client origination and deal execution through preparation of call reports, term sheets, transaction return calculations, credit capital allocation and credit approvals, and other analyses. It also oversees client acceptance, onboarding, and due diligence, including analysis of client reports, business plans, filings, forecasts, and external credit reports to produce high-quality analysis and KYCs. The position prepares timely and accurate unit MIS statements and reports and ensures adherence to compliance, audit, governance, and risk-control processes.
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Job Type
Full-time
Career Level
Mid Level