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About the Role
The Junior Relationship Manager will support the USD Cash Clearing team in New York, assisting Relationship Managers in the day-to-day management of financial institution clients. This role involves handling client inquiries, onboarding, KYC, clearing activities, compliance, and internal governance, and will also serve as a backup for Relationship Managers.
Responsibilities
- Support Relationship Managers in the day-to-day coverage of financial institution clients and act as back-up as needed.
- Handle client inquiries and coordinate with Client Service and other internal teams on investigations, transaction status requests and audit confirmations.
- Coordinate account opening, including the collection of KYC documentation and preparation of account opening forms.
- Prepare client documentation related to pricing updates and maintain accurate client information in internal systems.
- Manage overdraft limit requests and periodic renewals in accordance with existing policies.
- Support Correspondent Banking Management on clearing services and optimization and automation initiatives.
- Support internal governance, including committee coordination, periodic client reviews, KYC renewals and required documentation.
- Prepare GTB Business Reviews for Relationship Manager review and contribute to FCB manual updates.
- Assist Compliance with client activity reviews, client file updates and matters related to payment activity, OFAC and BSA.
- Support internal and external regulatory and audit inquiries and related remediation activities.
- Assist with updates to procedures and policies applicable to GTB/BAN and perform relevant periodic controls.
- Support ad hoc projects as needed.
Requirements
- Prior experience in banking, transaction banking, payments, or financial institution client coverage.
- Understanding of AML and Compliance procedures in a banking environment.
- Working knowledge of KYC requirements for financial institutions.
- Understanding of payment systems and banking/payment operations.
- Strong written and verbal communication skills with a client-oriented approach.
- Ability to work independently, manage priorities and meet deadlines in a fast-paced environment.
- Strong Excel skills and proficiency with Microsoft Office applications.
- Strong attention to detail and ability to work effectively with multiple internal stakeholders.
- Prior experience with wire transfers or payment processing.
- Experience in correspondent banking, cash clearing, or USD payments.
- Experience supporting financial institution clients in a banking environment.
- Experience working with KYC, Compliance, or payment-related controls.
Skills
- Communication skills
- Client-oriented approach
- Independent work
- Priority management
- Deadline management
- Excel skills
- Microsoft Office proficiency
- Attention to detail
- Stakeholder management
Location
- New York, NY
Work Type
- Hybrid
- Contract
Experience Level
- Junior
About the Company
- Client: Investment Bank