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2 дня назад

Account Services Manager

71 869 - 114 797$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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