2 дня назад
Account Services Manager
71 869 - 114 797$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Account Services Manager (Banking): Managing day-to-day servicing and relationship support for a portfolio of high-value and complex branch banking clients with an accent on tailored banking solutions, portfolio profitability, and regulatory compliance. Focus on resolving account and lending operations, expanding personal and small-business relationships, and mitigating credit and operational risk.
Location: In office at 400 North Roxbury Drive, Beverly Hills, California, US 90210
Salary: $71,869–$114,797 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services company and a subsidiary of Royal Bank of Canada, serving entrepreneurs, businesses, and private banking clients.
What you will do
- Manage day-to-day operational needs and relationship support for an assigned portfolio of high-value and complex branch banking clients.
- Analyze client needs, recommend banking products and services, and identify opportunities to retain and expand existing relationships.
- Handle operational requests including loan payments, wires, new accounts, checking and savings activity, certificates of deposit, and investments.
- Coordinate with Branch Managers, Relationship Managers, business management firms, and internal specialists to resolve client issues and deliver solutions.
- Maintain portfolio profitability while complying with credit standards, lending authorities, operational policies, and regulatory requirements.
- Support business development, sales practices, risk mitigation, and accurate responses to client inquiries.
Requirements
- Bachelor's degree or equivalent.
- At least 5 years of banking experience.
- At least 4 years of branch banking experience within the relevant client segment.
- At least 3 years of customer service experience.
- Deep knowledge of personal and business banking products, including offerings for preferred, personal, and small-business clients.
- Must be in good standing under the SAFE Act and registered or eligible for registration with the Nationwide Mortgage Licensing System and Registry.
Nice to have
- Strong knowledge of CIP, KYC, banking regulations, and compliance practices.
- Understanding of economic conditions and their impact on clients.
- Negotiation, critical thinking, adaptability, and strong professional communication 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.
- Health and family-planning benefits, including fertility and specialized support programs.
- Career mobility support and colleague resource groups.
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