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1 день назад

Relationship Manager II (Banking)

71 869 - 114 797$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Relationship Manager II (Banking): Acquiring and expanding small business and personal banking relationships with an accent on financial advice, portfolio growth, regulatory compliance, and risk management. Focus on developing new business, deepening client relationships through tailored banking solutions, and managing lending and service decisions within bank policies.

Location: In office at 500 Newport Center Drive, Newport Beach, California, US 92660

Salary: $71,869–$114,797 per year, plus eligibility for bonus and/or commissions.

Company

hirify.global 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 expand existing relationships.
  • Manage a client portfolio through cross-selling, retention, and tailored financial advice.
  • Assess client needs across deposits, investments, credit, and other banking solutions.
  • Develop business through networking, community involvement, and professional relationship building.
  • Collaborate with internal banking partners to resolve client needs and identify opportunities.
  • Manage lending decisions, operational risk, regulatory requirements, and service quality.

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 registered or licensed with the Nationwide Mortgage Licensing System and Registry, or eligible for registration under the Safe Act.
  • Knowledge of personal and business banking products, financial statements, negotiation, and economic conditions.
  • Strong understanding of banking policies, compliance, 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 and internal training resources.
  • Vacation, sick, and volunteer time.
  • Health and family planning benefits, including fertility and specialized support programs.
  • Career mobility support and colleague resource groups focused on networking and community engagement.

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