Associate Relationship Manager
Core
Partner with Relationship Managers to support sales and servicing efforts, perform financial and risk analyses, and assist in developing client solutions.
Role type
Associate Relationship Manager (Commercial Banking)
Builds
Client relationships, deal screens, opportunity memos, and relationship pricing models
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
Financial and credit risk analysis, Sales and business development, Commercial lending practices, Client prospecting and qualification, Deal structuring and pricing, KYC due diligence
Preferred skills
Understanding of local/regional market dynamics, Corporate legal structures
Technologies
Microsoft Office Suite, iris (client management system)
Responsibilities
Partner with RMs to support sales and servicing activities, Identify and qualify prospects through industry and client research, Conduct initial pricing analysis and generate relationship pricing models, Engage in direct client contact to support relationship development, Draft initial deal screens and opportunity memos, Collect and input KYC due diligence information
Seniority
Junior to Mid-level, hands-on IC
