22 часа назад
Relationship Manager Senior (Banking)
78 970 - 126 140$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager Senior (Banking): Acquiring and expanding small business and personal client relationships while providing tailored financial advice and connecting clients with banking products, with an accent on business development, portfolio growth, and regulatory compliance. Focus on analyzing client financials, managing lending and credit risk, building community relationships, and delivering integrated business and personal banking solutions.
Location: In office at 11300 West Olympic Blvd., Los Angeles, California, US 90064
Salary: $78,970–$126,140 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services institution founded in 1954 and a subsidiary of Royal Bank of Canada, serving entrepreneurs, businesses, and personal banking clients.
What you will do
- Acquire new small business and personal clients and deepen existing relationships through cross-selling and tailored financial solutions.
- Manage a client portfolio, identify needs across deposits, investments, credit, loans, and lines of credit, and provide strategic financial advice.
- Develop and execute a disciplined business development plan through networking, community involvement, and industry relationships.
- Deliver a consistent client experience, resolve escalations, and coordinate with internal CNB partners through the Global Relationship Management approach.
- Manage lending decisions and portfolio risks in accordance with bank policies, procedures, and regulatory requirements.
- Represent professionally with clients, bank personnel, civic organizations, and business communities.
Requirements
- Bachelor’s degree or equivalent.
- At least 5 years of direct sales experience and 5 years of experience in a financial institution.
- Must be in good standing under the Safe Act and registered/licensed with the Nationwide Mortgage Licensing System and Registry, or eligible for registration under the Safe Act.
- Knowledge of personal and business banking products, financial statements, economic conditions, negotiation, and relationship profitability.
- Strong understanding of banking regulations, CIP, KYC, credit policies, and risk management.
- Strong communication, critical-thinking, adaptability, organization, and professional client-service skills.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal training and upskilling resources.
- Vacation, sick, and volunteer time benefits.
- Health and family planning programs, including fertility support and specialized medical assistance.
- Career mobility support and colleague resource groups focused on networking and community engagement.
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