Job Information
Interaudi Bank Banking Relationship Analyst in New York, New York
Assist in utilizing centralized banking support team for both new client originations and portfolio analysis, including developing a targeted COI (center of influence) list and preparing detailed financial plans to build baking relationships using analytical knowledge of markets, industries, and clients to determine demand, future trends and potential banking/economic changes. Assist with developing and maintaining sound risk management protocols by staying abreast of industry regulations and compliance standards as well as adhering to internal and regulatory banking requirements. Utilize financial tracking databases to gather market intelligence, generate leads, and develop financial and economic proposals/campaigns to help bank attract new business revenue flows and generation. Identify opportunities for collaborations, cross-selling, and upselling of financial products and services for portfolio growth, both internally and externally for clients. Prepare and deliver financial and operational account reviews, economic performance reporting, and service-level agreement reporting related to service delivery and key performance indicators (KPIs) for banking clients. Requirements: Bachelors degree in Business Administration, Finance, Economics, or Marketing and one (1) year of experience in job offered or one (1) year of financial support specialist and/or financial operations analysis experience in banking, asset management and/or financial services industries
Location: New York, NY