CareerPlan

Relationship Associate - Public Sector Banking

NEW YORK, New York, United States of AmericaFull-time$130k2026-09-04 → 2026-11-11

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

Associate-level client support and sales enablement in Public Sector Banking

Builds

Banking, Markets, and Services products for Public Sector clients

Domain

Financial Services / Public Sector Banking

Deliverable

client delivery

Required skills

client advocacy, cross-selling, stakeholder management, credit operations, compliance (KYC/AML), risk assessment, financial analysis, regulatory knowledge, system navigation (Opus/CRM), deal support

Preferred skills

credit structuring, treasury modeling, macroeconomic/regulatory trends

Technologies

Opus, CRM, pipeline systems

Responsibilities

Execute client interactions and identify cross-sell opportunities; Build internal/external stakeholder relationships for timely delivery; Lead escalations to remove execution barriers; Manage credit originations, allocations, and documentation; Perform financial/operational investigations and due diligence; Serve as point of contact for compliance units; Assess risk and ensure regulatory compliance.

Seniority

Associate, execution-focused IC