Account Officer
Account Officer

Job Title:

Account Officer

Category:

Finance

Job Number:

3123

Location:

New York, New York, 10001, United States

Temp/Contract Roles:

Direct Hire

Salary:

$120,000.00 - $150,000.00 Per Year

Join Our Team as an Account Officer – Corporate Banking and drive business growth in New York City

Are you an experienced banker with a proven track record of developing n ew corporate banking business, especially within U.S. syndicated and bilateral credit facilities ? We are seeking a results-oriented Account Officer to join our NYC-based team. This role offers an exciting opportunity to leverage your hands-on experience in originating and managing large-scale credit transactions, fostering client relationships, and expanding our market presence. If you live in the New York City area, are legally eligible to work in the U.S. without a visa, and have over three years of direct experience in corporate banking, we want to hear from you as soon as possible!

Key Responsibilities:

  • Develop new corporate banking business by identifying and engaging prospective or existing clients.
  • Act as the primary point of contact for corporate clients regarding non-operational matters.
  • Liaise with agent banks to explore and participate in syndicated loan opportunities.
  • Conduct customer onboarding and ensure compliance with OFAC, BSA/AML policies.
  • Prepare and present comprehensive loan/credit line proposals based on thorough financial analysis, industry research, and risk assessment for approval.
  • Perform in-depth credit analysis, including assessment of collateral, liquidity, management quality, market position, and other key financial indicators.
  • Monitor and review existing credit facilities, track borrower performance, and ensure timely submission of required financials and compliance documents.
  • Coordinate with Loan Administration to ensure the successful closing of transactions.
Requirements include :

  • Minimum of 3+ years of hands-on experience in developing new corporate banking business, with a focus on U.S. syndicated and bilateral credit facilities.
  • Bachelor’s degree in Finance, Business, Economics, or a related course of study.
  • Deep understanding of syndicated loan structures, credit analysis, and agency coordination.
  • Strong interpersonal and communication skills to effectively engage with clients and internal teams.
  • Proven ability to originate new business opportunities and manage client relationships.
  • Proficiency in financial analysis, modeling, and preparing credit proposals.
  • Familiarity with U.S. banking regulations, compliance standards, including KYC, BSA/AML, and OFAC.
  • High level of organization, attention to detail, and ability to work independently.
  • Fluent in English; Chinese language skills are a plus but not required.
  • Must reside in the NYC area and be eligible to work in the USA without assistance or visa sponsorship.
Other Requirements
  • Must be based in New York City and available for client meetings and internal collaboration.
  • Willingness to travel locally for client engagements or industry events as needed.
  • Demonstrated success in building and expanding corporate banking portfolios.
APPLY NOW

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