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Remote, metro location, generalist finance title and mid-level seniority attract many qualified applicants.
High because role requires sector-specific banking and contracting finance knowledge, limiting cross-industry transferability.
High due to banking regulatory environment and domain-specific contracting finance expertise requirements.
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Support the Relationship Manager by managing and maintaining an assigned client portfolio as a backup.
Coordinate with multiple internal departments to handle transaction and documentation requests, ensuring documentation standards and minimal MER issues.
Prepare client-related reports and data (e.g., industry studies, consolidated client positions, pipeline reports), handle annual review processes, and identify business opportunities within the portfolio.
Work Experience Required: Not explicitly mentioned in the JD
Knowledge of Local and Regional Contracting Clients is required.
Experience in client portfolio management and coordination with multiple bank departments.
Not explicitly mentioned: mandatory degree qualifications, notice period, or location constraints.
Experienced in handling client portfolios within banking or finance, especially in contracting sectors.
Comfortable managing cross-departmental coordination and client communications.
Skilled in preparing detailed client reports and supporting relationship management functions.