Job Details

Relationship Manager - New York, NY

Position: Relationship Manager

Industry: Finance

Location: New York, NY

Salary: 95K - 105K

Status: Direct Hire/Full-time

Ref #: 31926


Responsibilities

  • Maintaining customer database including calls and results on all new and existing business relationships.
  • Participating in weekly pipeline meetings.
  • Documenting current client financial condition and operations as well as significant changes.
  • Maintaining and applying a thorough understanding of the bank's products, credit policy, client eligibility and all necessary business practices to sell products and services and ensure smooth transaction approval and processing
  • Ensureing proper reporting and documentation within prescribed credit and risk parameters of all client transactions.
  • Monitoring profit and revenue targets.

Qualifications

  • Bachelor's degree in finance/accounting/business administration or at least 5 years of related experiences
  • Demonstrate a basic understanding of products, practices, rates and trends in the market especially client and industry trends in order to be responsive to client requests.
  • Display a working knowledge of all lending products offered by the bank and competitors and the current and upcoming needs of customers that will drive business.
  • Develop an understanding of securities markets and capital market operations to respond to client requests.
  • Communicate analytical and marketing data effectively.
  • Develop a working understanding of legal, accounting and regulatory issues to help respond to client requests.
  • Business level Japanese language skills required

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