Relationship Manager
Core
Prospecting, building, on-boarding, and maintaining banking relationships with bank clients to drive business growth for the Private Banking Group.
Role type
Relationship Manager
Builds
Personalized banking services for financial institution customers
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
Financial products knowledge, account management, client servicing, problem analysis, regulatory compliance
Preferred skills
Lending and cash management expertise
Technologies
Banking systems, transaction reporting tools
Responsibilities
Develop and expand existing relationships; oversee account management including new openings and maintenance; analyze client problems and coordinate resolutions; review transaction reports and approve activities; assist in acquiring new bank relationships.
Seniority
Mid-level, hands-on IC
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