Corporate Relationship Specialist
Core
Provides general administrative and sales support to Corporate Relationship Managers, serving as the primary point of contact for corporate bank clients and managing servicing requests.
Role type
Corporate Banking Administrative Specialist
Builds
Corporate banking client relationships and operational support for deposit and loan products
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
data integrity management, KYC documentation processing, loan due diligence support, account maintenance, report compilation, process improvement, client onboarding coordination
Preferred skills
Bachelor's Degree
Technologies
MS Office, OneView, Power BI, RGA
Responsibilities
Acts as primary point of contact for corporate banking clients; manages data integrity for the overall portfolio; collaborates with Relationship Managers on deposit solutions and loan due diligence; compiles reports for Relationship Managers; guides and trains less experienced specialists
Seniority
Mid-level, hands-on IC