9 дней назад
Relationship Manager - Private/Business Banking
100 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager - Private/Business Banking (Financial Services): Building and maintaining private and business banking relationships while developing new client opportunities, managing accounts, and delivering tailored banking solutions with an accent on lending, cash services, client servicing, and regulatory compliance. Focus on prospecting new relationships, resolving credit and payment issues, reviewing transaction activity, and coordinating cross-functional support for complex client needs.
Location: Rockville Centre, NY 11570, United States
Salary: $100,000–$130,000 annual base pay. The full posted pay range is $101,770.50–$173,468.00; total compensation may also include incentives, bonuses, commissions, or other awards.
Company
provides banking products and personalized financial services to private and business banking clients.
What you will do
- Prospect, develop, onboard, and maintain private and business banking client relationships.
- Expand existing relationships through sales efforts and coordinate with product partners to deliver banking solutions.
- Manage account opening, follow-up, communications, maintenance, and ongoing client servicing.
- Analyze client issues, research inquiries, and coordinate resolutions with other departments and back-office personnel.
- Support the acquisition of targeted new-to-bank relationships and assist with credit and delinquent payment matters.
- Review fraud, transaction, deposit, activity, and month-end reports; investigate and approve items when required.
Requirements
- At least 3 years of relevant experience.
- High school diploma, equivalent credential, or foreign equivalent.
- Strong knowledge of financial products and services, including lending and cash management.
- Client-focused, detail-oriented, and effective at building and maintaining stakeholder relationships.
- Clear communication, proactive collaboration, and the ability to work with cross-functional teams.
- Ability to comply with applicable federal, state, and local laws, regulations, and internal compliance standards.
Culture & Benefits
- Medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Equal opportunity employment commitment.
- Required compliance training and adherence to regulatory standards.
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