Relationship Manager - Private/Business Banking
Core
Prospecting, on-boarding, and maintaining banking relationships with financial institution clients to drive business growth for the Private Banking Group.
Role type
Relationship Manager (Private/Business Banking)
Builds
Personalized banking services and full-breadth banking solutions for financial institution customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
prospecting, account management, relationship servicing, credit problem resolution, regulatory compliance, financial product knowledge
Preferred skills
none stated
Technologies
none stated
Responsibilities
Develop and expand existing client relationships; oversee account management including new openings and maintenance; analyze client problems and research solutions; coordinate with back office to resolve credit and delinquency issues; review transaction and fraud reports; assist in acquiring new bank relationships
Seniority
Mid-level, hands-on IC