Banking Relationship Manager I (Finance)

TL;DR

Banking Relationship Manager I (Finance): Supporting client relationships and managing banking operations for a fund services provider with an accent on account management, regulatory compliance, and onboarding. Focus on streamlining banking platform workflows, coordinating new business pitches, and maintaining high-quality client engagement through CRM tools.

Location: Hybrid in Radnor, USA

Company

hirify.global is an ambitious company providing operational excellence across the fund lifecycle through long-term client partnerships.

What you will do

• Manage client relationships as a primary point of contact, conducting regular visits and handling escalations.
• Support the onboarding of U.S. accounts and coordinate with external banks not integrated into the Banking Hub.
• Collaborate with Sales and Marketing teams to conduct research and complete questionnaires during the pitch stage.
• Oversee banking platforms by conducting annual reviews of signer authorities and approval thresholds.
• Maintain accurate client data, triggers, and credit rating issues within Salesforce.
• Partner with IT Security and Bank Clarity to implement platform updates and refine the Banking Matrix.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 3–5 years of experience in banking, financial services, relationship management, or client service roles.
• Strong understanding of banking platforms, onboarding processes, and regulatory requirements.
• Experience working with Salesforce or similar CRM systems.
• Knowledge of payment processes, controls, and banking operations workflows.
• Must be based in or able to work in a hybrid capacity in Radnor, USA.

Culture & Benefits

• Provision of both in-house technical training and support for professional qualifications.
• Focus on professional development and continuous learning.
• Dynamic and ambitious team environment.
• Culture centered on client-first service and collaborative teamwork.