Revenue Delivery Analyst

$85,000 - $115,000/Yr

Cross River International - Fort Lee, NJ

posted about 1 month ago

Full-time - Mid Level
Fort Lee, NJ
Textile Mills

About the position

The Revenue Delivery Analyst at Cross River is a client-facing role focused on managing the onboarding process for new and existing clients in the fintech banking sector. This position ensures seamless integration of clients with the company's banking solutions, providing support throughout the onboarding process while collaborating with internal and external stakeholders to deliver a high-quality customer experience.

Responsibilities

  • Lead the onboarding process for new and existing clients, ensuring smooth integration with banking and financial services platforms.
  • Gather required documentation and conduct due diligence checks, such as KYC (Know Your Customer), AML (Anti-Money Laundering), and regulatory compliance.
  • Guide clients through account setup, API integration, and service activation.
  • Liaise effectively with client-facing teams; provide strategic guidance as needed around client documentation, AML and Risk standards/guidelines, or Bank standards.
  • Serve as the primary point of contact for new clients throughout the onboarding phase.
  • Communicate clearly and effectively with clients to provide updates, resolve issues, and answer queries.
  • Conduct onboarding training sessions and provide ongoing support to ensure client understanding of the bank's platform.

Requirements

  • 3-5 years of experience in Financial Services in a client-facing or client operations role.
  • BA/BS Degree or equivalent job experience.
  • Strong communication skills, both written and oral.
  • Ability to manage complexity, multiple clients, and deliver solutions to tight deadlines.
  • Experience working within a strong regulatory/control environment.
  • Strong interpersonal relationship and partnership skills.
  • Detail-oriented and highly organized.
  • Basic technology knowledge.
  • Experience in developing and creating effective presentations (written/verbal) for senior personnel.
  • Experience leading projects using project management methodologies.
  • PMP preferred.
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