Relationship Manager - Private Banking
Core
Prospecting, on-boarding, and maintaining banking relationships with financial institution customers to drive business growth for the Private Banking Group.
Role type
Relationship Manager (Private Banking)
Builds
Personalized banking services and full-breadth banking solutions for financial institution clients
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
Financial products knowledge, account management, client relationship servicing, credit problem resolution, regulatory compliance adherence
Preferred skills
Lending and cash management expertise
Responsibilities
Develop and expand existing client relationships; oversee account management including new openings and maintenance; analyze client problems and coordinate with back office for credit issues; review transaction reports and investigate anomalies; assist in acquiring new bank relationships