19 часов назад
Relationship Manager II (Banking)
71 869 - 114 797$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager II (Banking): Acquiring and deepening personal and small-business client relationships through financial advice, cross-selling, and tailored banking solutions 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 coordinating services across the bank.
Location: In office at 20 Pacifica, Irvine, California, US 92618
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.
What you will do
- Acquire new personal and small-business clients and deepen existing relationships through cross-selling.
- Manage a client portfolio and provide tailored financial advice across deposits, investments, credit, loans, and lines of credit.
- Deliver a consistent client experience, resolve escalations, and coordinate with internal banking partners.
- Build business through networking, community involvement, and professional activities.
- Manage lending decisions and risk in accordance with bank policies, procedures, and regulations.
- Represent the bank professionally with clients, colleagues, and community organizations.
Requirements
- Bachelor’s degree or equivalent.
- At least 5 years of direct sales experience.
- At least 5 years of experience in a financial institution.
- Must be in good standing under the Safe Act and registered or licensed with the Nationwide Mortgage Licensing System and Registry, or eligible for registration.
- Knowledge of personal and business banking products, financial statements, negotiation, and economic conditions.
- Strong understanding of regulatory requirements, including CIP, KYC, and risk management.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement, training, and internal upskilling resources.
- Vacation, sick, and volunteer time.
- Health, family planning, fertility, and specialized medical support programs.
- Career mobility support and colleague resource groups.
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