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CONTRACTOR- Jr. Relationship Manager

sohodragon · Hybrid, New York, US

Опубликовано 27 окт. 2026 г.

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О вакансии

Role: CONTRACTOR- Jr. Relationship Manager Client: Investment Bank Duration: 8-month contract Location: New York, NY - Hybrid, 4 days on-site Position Summary: The Junior Relationship Manager will support the USD Cash Clearing team in New York. The role supports Relationship Managers in the day-to-day management of financial institution clients, including client inquiries, onboarding and KYC, clearing activities, compliance and controls, and internal governance. The position will also act as back-up for Relationship Managers as needed. Key Responsibilities: • Support Relationship Managers in the day-to-day coverage of financial institution clients and act as back-up as needed. • Handle client inquiries and coordinate with Client Service and other internal teams on investigations, transaction status requests and audit confirmations. • Coordinate account opening, including the collection of KYC documentation and preparation of account opening forms. • Prepare client documentation related to pricing updates and maintain accurate client information in internal systems. • Manage overdraft limit requests and periodic renewals in accordance with existing policies. • Support Correspondent Banking Management on clearing services and optimization and automation initiatives. • Support internal governance, including committee coordination, periodic client reviews, KYC renewals and required documentation. • Prepare GTB Business Reviews for Relationship Manager review and contribute to FCB manual updates. • Assist Compliance with client activity reviews, client file updates and matters related to payment activity, OFAC and BSA. • Support internal and external regulatory and audit inquiries and related remediation activities. • Assist with updates to procedures and policies applicable to GTB/BAN and perform relevant periodic controls. • Support ad hoc projects as needed. Profile Required Qualifications: • Prior experience in banking, transaction banking, payments, or financial institution client coverage. • Understanding of AML and Compliance procedures in a banking environment. • Working knowledge of KYC requirements for financial institutions. • Understanding of payment systems and banking/payment operations. • Strong written and verbal communication skills with a client-oriented approach. • Ability to work independently, manage priorities and meet deadlines in a fast-paced environment. • Strong Excel skills and proficiency with Microsoft Office applications. • Strong attention to detail and ability to work effectively with multiple internal stakeholders. Preferred Qualifications: • Prior experience with wire transfers or payment processing. • Experience in correspondent banking, cash clearing, or USD payments. • Experience supporting financial institution clients in a banking environment. • Experience working with KYC, Compliance, or payment-related controls.