19 часов назад
Relationship Manager Senior Specialty Deposits (Treasury Services)
111 408 - 189 738$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager Senior Specialty Deposits (Treasury Services): Developing and managing deposit relationships across escrow, title, property management, 1031 exchange, and contractor retention segments with an accent on Treasury Services sales, portfolio profitability, and risk control. Focus on building new business, expanding existing relationships, negotiating transactions, analyzing client needs, and coordinating banking solutions.
Location: In-office in Los Angeles or Long Beach, California, US
Salary: $111,408–$189,738 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services institution and a subsidiary of Royal Bank of Canada, serving entrepreneurs, businesses, and communities.
What you will do
- Develop new deposit relationships and create relationship plans and calling schedules for clients and prospects.
- Promote Treasury Services and other banking products to escrow, title, property management, 1031 exchange, and contractor retention escrow clients.
- Manage portfolio profitability, account activity, client retention, cross-selling, and relationship risk.
- Negotiate transactions, price Treasury Services products, and support the documentation and closing of loan transactions.
- Monitor compliance with bank policies, regulatory requirements, credit standards, and risk controls.
- Maintain sales-call records, expense reports, portfolio analyses, and management reports while partnering with internal bank departments.
Requirements
- Bachelor's degree or equivalent.
- 5–8 years of relationship management experience with Treasury Services deposit-based clients or portfolios in financial services.
- At least 3 years of Treasury Services or Treasury Deposits product sales and new-business development experience.
- Strong knowledge of Treasury Services products, policies, procedures, and bank operations.
- Demonstrated sales, marketing, communication, credit analysis, and accounting skills.
- Ability to work independently, collaborate with teams, and make sound business decisions within delegated authority.
Culture & Benefits
- Medical, dental, and vision coverage available from the first day of the month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal training and upskilling resources.
- Vacation, sick, and volunteer time benefits.
- Specialized health and family planning support programs.
- Career mobility support and colleague resource groups.
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
Senior Relationship Banker (Fintech)
54 375 - 90 000$
1 день назад
Senior Relationship Manager (Private Bank)
159 600 - 296 400$
17 часов назад
Relationship Manager I - Small Business Banking (Finance)
75 000 - 150 000$
7 дней назад
Relationship Manager Team Lead (Commercial Banking)
133 728 - 219 696$
3 дня назад
Senior Relationship Manager - Middle Market (NY Metro)
131 611 - 219 478$
3 дня назад
Senior Account Manager, Banking
67 500 - 111 500$