Relationship Manager Corporate Banking (New York City Metropolitan Area)

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