Relationship Associate - Public Sector Banking
Core
Support Public Sector Banking clients with financial transactions, acting as an intermediary between clients and internal teams to deliver client experience and identify cross-sell opportunities.
Role type
Relationship Associate (Public Sector Banking)
Builds
Banking, Markets, and Services products for public sector clients
Domain
Public Sector Banking / Institutional Banking
Deliverable
client delivery
Required skills
client advocacy, cross-selling, stakeholder management, pipeline management, compliance, credit operations, financial investigations, due diligence, risk assessment
Preferred skills
credit skills, treasury models knowledge, banking products knowledge, legal documentation knowledge
Technologies
Opus, CRM, pipeline systems
Responsibilities
Execute client interactions guided by Parent Account Managers, identify cross-sell opportunities, build internal/external stakeholder relationships, lead escalations, manage pipeline, contribute to proposals and RFPs, facilitate credit originations and documentation, perform financial/operational investigations, conduct due diligence (KYC), serve as point of contact for compliance units, assess risk and ensure regulatory compliance
Seniority
Individual Contributor, execution-focused