Associate, Banking Job Description

Associate, Banking Job Description

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Associate, banking provides enthusiastic and responsive customer service on all electronic banking products including online banking enrollment, online bill paying services and mobile banking services.

Associate, Banking Duties & Responsibilities

To write an effective associate, banking job description, begin by listing detailed duties, responsibilities and expectations. We have included associate, banking job description templates that you can modify and use.

Sample responsibilities for this position include:

Liaise with back office functions connected to, for example, closing and funding, wires, payments, settlements
Support of Relationship Management – the consistent point of contact for RBCCM’s European and European-based North American clients
Cross Selling and New Revenue Initiatives – support for relationship management to introduce and integrate new clients into RBCCM seeking to identify those clients that offer multiple product selling opportunities or which have potential for large single/lumpy revenue generating transactions
Prepare marketing materials (presentations, term sheets, ) for clients
Responsible for the preparation of marketing materials, presentations and documents (pitch books, fact sheets, confidentiality agreements, engagement letters, information memoranda, process letters, data rooms, offering documents)
Represent lenders in commercial banking transactions
Structuring and documentation of financial transactions from inception through closing
Review and test system enhancements for financial and regulatory reporting
Assist in preparation for system requirement documentation in regards to Enterprise Release (ER) projects
Establish strong relationships and provide support to Consumer Banking leaders, Finance, Project Managers, and related control groups

Associate, Banking Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Associate, Banking

List any licenses or certifications required by the position: CTP, PMI, CRCM, CCBCO, AMFI, FEDAI, PMP, SAS, AAP, NSFI

Education for Associate, Banking

Typically a job would require a certain level of education.

Employers hiring for the associate, banking job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Finance, Accounting, Business, Economics, MBA, Business/Administration, Associates, Education, Graduate, Law

Skills for Associate, Banking

Desired skills for associate, banking include:

Banking products and services
Internal banking functions
Practices
Excel
Accounting principles
MS Office: Word
Outlook
Procedures on manual and automated systems
PowerPoint
Financial statements and other documentation to monitor client relationships

Desired experience for associate, banking includes:

Corporate Banking plays a key role in the realisation of Royal Bank of Canada Capital Markets’ (‘RBCCM’) objectives through the structuring, and delivery of the bank debt managing the overall client relationship and coordinating broad cross sell towards our targeted customer base
3-5 years experience in structured products at a major financial institution
Experience in building financial projection models of the three main financial statements
Efficient and self demanding
Must pass Drug and Background screening
Experience with loan applications

Associate, Banking Examples

1

Associate, Banking Job Description

Job Description Example
Our innovative and growing company is looking for an associate, banking. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, banking
  • Liaise with back office functions connected to, for examples, wires, payments, settlements
  • Of multiple client exposures and their performance in a proactive and independent manner
  • Be exposed to the syndicated loan markets
  • Help cover the firm’s existing bank loan portfolio to address client needs and conduct portfolio analysis
  • The position requires a bright and dynamic professional to work in strong partnership with coverage, product and credit teams
  • Utilize technology (Financial Literacy, Family Snapshot, Sales Pipeline, ) to maintain data integrity, documenting all relevant client sales and service contacts and results
  • Assists in planning the approach and writing sections of the selling document, including the outline, format and presentation
  • Acts as a point person for information requests from client
  • Research and analyze clients' financial situations, industry and market data, identify, research and analyze merger and acquisition opportunities
  • Develop valuation models of individual private and public companies, merged entities
Qualifications for associate, banking
  • Fluency (written and spoken) in English, Cantonese and Mandarin
  • Work closely with the Director and the Banking team in order to implement client plans and bring on new client relationships that are targeted to meet revenue hurdles
  • Communicate with internal product specialists including Treasury, Derivatives, Capital Finance, PCM
  • Minimum of four years proven and progressive business development and credit experience or equivalent, including proven sales success in developing client relationships and/or credit analysis
  • B Com., MBA or CFA or combination thereof
  • Credit & lending training or equivalent experience
2

Associate, Banking Job Description

Job Description Example
Our company is growing rapidly and is hiring for an associate, banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate, banking
  • Develop quantitative institutional behavior models for corporate finance groups
  • Interact with clients proactively to drive up levels of client satisfaction
  • Assist in ad hoc projects relating to accounts/clients or proprietary database/research, and when needed or assigned by the TR On Demand Management or global counterparts
  • Take effort in developing areas for improvement such as training on internal database and interacting with global counterparts
  • Keep tabs of all due dates, as agreed with Account Managers/Sales/clients and inform the Senior Analyst or Team Manager of the same
  • Take full responsibility for billing of own work
  • Proactively drive up levels of revenue
  • Reviews and approves payment action forms and stop payment requests
  • Validates and prepares paper checks for delivery
  • Reconciles HR check runs and communicates any discrepancies
Qualifications for associate, banking
  • Fluency (written and verbal) in Mandarin
  • Completion of CSC (Canadian Securities Course)
  • Strong sales, organizational, analytical, communications and credit skills
  • Excellent written, communication and interpersonal skills, both in French and in English
  • Knowledgeable in the principles of finance and the financial markets
  • Thorough understanding of derivative products in relation to their credit risk
3

Associate, Banking Job Description

Job Description Example
Our innovative and growing company is looking for an associate, banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for associate, banking
  • Creates and provides market research and materials about PMCF
  • Support senior bankers in day-to-day deal execution and new business development
  • Lead/participate in calls and meetings with existing and prospective clients
  • In-depth analysis of client’s financial and operating performance and ability to articulate the results in a digestible manner to prospective buyers
  • Develop detailed financial models based on client/engagement requirements
  • Facilitate due diligence to satisfy buyer requests and advance deals to a successful close
  • Develop pitch presentations for new business opportunities
  • Provide credit support to the St
  • Prepare top sheets, feasibility analysis and cashflow analysis for commercial relationships below KC Business Banking Committee levels
  • Review donation requests, research previous donations, existing business, and make recommendation to Market Donation Review Committee
Qualifications for associate, banking
  • CFP or other industry designation
  • Other Microsoft Office products and the Internet
  • Bachelor's degree (business or engineering major preferred)
  • 2 years analytical experience in project finance / investment banking
  • Organized and task-focused
  • Bachelor’s degree required, preferably in Finance or Accounting, with a strong academic track record
4

Associate, Banking Job Description

Job Description Example
Our growing company is looking for an associate, banking. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate, banking
  • Works with vendors to recover aged debits deemed uncollectible by outsourced provider
  • Audits outsourced provider work streams to ensure speed, accuracy, and a well-controlled process is in place
  • Acts as an escalation contact for resolution of vendor aged checks
  • Manages paper check & envelope stock inventory for AP
  • Reviews & submits APEX recovery audit credits, processes vendor refund checks, researches & follows-up to problem-solve & identify potential improvement opportunity areas
  • Completes annual 1099 and 1042 filing
  • Supports continuous improvement initiatives of the GBS P2P team
  • Acts as an escalation point for file transfer issues between SAP and banking partners
  • Acts as a back-up to other P2P team members
  • Working on lending, letter of credit, and other transactions for financial institutions
Qualifications for associate, banking
  • Minimum of 2 years experience in investment banking or corporate banking required
  • Must have strong verbal and written English communication skills ability to communicate effectively required
  • Relevant certifications (CPA, Series 7 or Series 79) preferred, but not required
  • Strong analytical skills with the ability to assess and analyze levers of performance and financial impact of proposed initiatives to recommend appropriate action preferred
  • Strong financial modeling skills highly preferred
  • Must be highly motivated with a strong desire to be the “best of the best”
5

Associate, Banking Job Description

Job Description Example
Our company is hiring for an associate, banking. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for associate, banking
  • Resolve client concerns at first point of contact in a highly professional, timely and accurate manner
  • Act as the primary support for the day to day banking solutions for Private Banking clients, and serve a variety of client needs to ensure their uninterrupted access to the best possible services
  • Introduce or transition clients to “home of best fit” with partners (Specialized Sales Force, Small Business, Personal, Business Banking) by sharing their value propositions, proactively booking appointments and making referrals
  • Assist Private Banker in acquiring new high net worth households and growing existing long-term profitable relationships
  • Support new client acquisition by participating in branch and community events, out of branch activities, and soliciting new-client referrals from existing clients
  • Responsible for client on-boarding by ensuring the integrity of collected information, clearly documenting applications/forms and minimizing “out of orders” by getting it right the first time
  • Assist in the correction of "out of order" files such as on boarding, management fees & expired credit
  • Work closely with senior bankers and client management teams on engagements related to mergers and acquisition advisory services, capital formation and other strategic advisory work
  • Support the development of qualitative and quantitative analyses and presentation materials
  • Construct and maintain financial models for M&A and financing scenarios
Qualifications for associate, banking
  • At least 4 years of experience in architecting application services and consultative solutions relevant to today’s Banking industry (e.g., Mobile, Digital, Web services, Cloud)
  • At least 4 years of experience in leading account and solution teams from a technical, design, and process perspective
  • Experience with Internet Banking, business accounts, client documentation strongly preferred
  • Prior completion of corporate credit training program, knowledge of capital markets
  • Associates are expected to obtain the Series 79 & 63 licenses within six months of employment
  • Familiarity with Microsoft applications and SAP

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