Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
Job Summary
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution.
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s.
Partners with Credit Admin team to ensure credit documentation is kept current and to monitor usage of credit lines.
Matching Summary
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution.
Salary
Base: $116,880.00 - $175,320.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off
Skills & Requirements
Must-have
Client Relationship Management
Operational Team Collaboration
Regulatory Compliance (KYC)
Credit Request Coordination
Revenue Opportunity Identification
Cash Management and Treasury Products
Nice-to-have
Diplomacy and Influence
Proactive Business Strengthening
Seamless Client Experience
Sound Ethical Judgment
Key Requirements
6-10 years relevant experience
Bachelors degree, potentially Masters degree
Strong Pipeline and Relationship Management experience
Strong organizational skills
Excellent interpersonal, communication and influencing skills