22 часа назад
Client Manager Senior– Preferred Banking
71 869 - 114 797$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Manager Senior– Preferred Banking (Banking/Sales): Supporting Preferred Banking sales and client relationship management while coordinating onboarding, operational integrity, and regulatory compliance with an accent on high-touch service, risk management, and banking product expertise. Focus on developing and retaining client relationships, coordinating complex investment, trust, loan, and deposit solutions, and monitoring office operations under the Safe Act.
Location: In office in Downtown Los Angeles, California, United States
Salary: $71,869–$114,797 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services company founded in 1954 and a subsidiary of Royal Bank of Canada, providing banking and wealth management services to clients.
What you will do
- Support Preferred Banking sales and business development by coordinating colleagues, resources, client materials, and joint meetings.
- Manage and grow personal and business client relationships through high-touch service and tailored banking solutions.
- Coordinate onboarding and expansion for investment management, trust, loan, deposit, and other banking services, including selected KYC activities.
- Partner with Preferred Bankers on client planning, 360 reviews, sales calls, and ongoing service delivery.
- Provide extensive calendar management and confidential administrative support.
- Monitor operational integrity, risk management, loss prevention, audits, certifications, and regulatory compliance.
Requirements
- Bachelor's degree or equivalent.
- At least 8 years of experience in client service, banking operations, or banking relationship management support.
- At least 8 years of experience in banking or financial services.
- At least 8 years of experience with bank products and services, including deposits, wealth management, cash management, and international banking.
- Strong risk management, analytical, organizational, communication, interpersonal, and multitasking skills.
- Must be in good standing under the SAFE Act and registered or eligible for registration with the Nationwide Mortgage Licensing System and Registry.
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 upskilling and training resources.
- Vacation, sick, and volunteer time benefits.
- Specialized health and family planning support programs.
- Career mobility support and colleague resource groups.
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