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Client Onboarding & Relationship Management

phyton talent advisorsGlens Falls, NY

yesterday

Occupations

Financial Clerks, All OtherNew Accounts ClerksLoan Interviewers and Clerks

Industries

Commercial BankingOther Activities Related to Credit IntermediationFinancial Transactions Processing, Reserve, and Clearinghouse Activities
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About the role

The Junior Relationship Manager supports the USD Cash Clearing team. They support Relationship Managers in the day-to-day management of financial institution clients and serve as backup when needed. The role covers client inquiries, onboarding and KYC, clearing activities, compliance and controls, and internal governance.
Key Responsibilities:
  • Client Coverage
  • Support Relationship Managers in day-to-day coverage of financial institution clients and serve as back-up as needed
  • Handle client inquiries, working with Client Service and other internal teams on investigations, transaction status requests and audit confirmations
  • Prepare client documentation for pricing updates and keep client information accurate in internal systems
  • Prepare GTB Business Reviews for Relationship Manager review
  • Onboarding & KYC
  • Coordinate account opening, including collecting KYC documentation and preparing account opening forms
  • Support periodic client reviews and KYC renewals
  • Clearing & Credit
  • Manage overdraft limit requests and periodic renewals in line with existing policies
  • Support Correspondent Banking Management on clearing services and on optimization and automation initiatives
  • Compliance, Governance & Controls
  • Assist Compliance with client activity reviews, client file updates, and matters related to payment activity, OFAC and BSA
  • Support internal governance, including committee coordination and required documentation
  • Support internal and external regulatory and audit inquiries and related remediation
  • Help update GTB/BAN procedures, policies and the FCB manual, and perform relevant periodic controls
Other Support ad hoc projects as needed
Required Qualifications:
  • 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 Excel skills and proficiency with Microsoft Office
  • Strong written and verbal communication skills with a client-oriented approach
  • Strong attention to detail and ability to work effectively with multiple internal stakeholders
  • Ability to work independently, manage priorities, and meet deadlines in a fast-paced environment
Preferred Qualifications:
  • Experience in correspondent banking, cash clearing, or USD payments
  • Experience with wire transfers or payment processing
  • Experience supporting financial institution clients in a banking environment
  • Experience with KYC, Compliance, or payment-related controls

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JOB OVERVIEW

Experience level

Junior

Location

Glens Falls, NY

Occupation

Financial Clerks, All Other

Industry

Commercial Banking

Posted

yesterday

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