2 дня назад
Relationship Manager I (Banking)
65 296 - 104 304$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager I (Banking): Acquiring and deepening small business and personal client relationships through financial advice, banking products, and disciplined sales practices with an accent on portfolio growth, client service, and regulatory compliance. Focus on building new business, cross-selling deposits, investments, and credit solutions, managing lending risk, and developing community and professional relationships.
Location: In office at 1180 Broadway, Oakland, California, US 94706
Salary: $65,296–$104,304 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.
What you will do
- Acquire new small business and personal banking clients and deepen existing relationships through tailored financial advice.
- Manage a client portfolio, identify needs, and cross-sell deposits, investments, credit, and other banking solutions.
- Deliver consistent client service, resolve escalations, and coordinate with internal banking partners.
- Develop and execute a business development plan through networking, community involvement, and professional activities.
- Apply critical thinking and financial analysis to provide recommendations and manage lending and business risks.
- Comply with bank policies, credit procedures, and regulatory requirements including the Bank Secrecy Act, KYC, CRA, and fair lending practices.
Requirements
- Bachelor's degree or equivalent.
- At least 3 years of direct sales experience.
- At least 3 years of experience in a financial institution.
- Knowledge of personal and business banking products, financial statements, negotiation, and the economic environment.
- Strong understanding of regulatory and compliance requirements, including CIP and KYC.
- Must be in good standing under the SAFE Act and registered or eligible to register 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, internal training, and upskilling resources.
- Vacation, sick, and volunteer time benefits.
- Health and family planning programs, including fertility and specialized support benefits.
- Career mobility support and colleague resource groups for networking and community engagement.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
4 дня назад
Associate Relationship Manager (Fintech)
61 073 - 107 489$
8 часов назад
Relationship Banker (Banking)
38 250 - 61 000$
15 часов назад
Relationship Banker, Flagship Manhattan, NY
38 250 - 61 000$
5 дней назад
Senior Relationship Banker (Fintech)
54 375 - 90 000$
2 дня назад
Relationship Manager I - Small Business Banking (Finance)
75 000 - 150 000$
3 дня назад
Senior Relationship Banker (Fremont)
23 - 38$