4 дня назад
Relationship Manager II (Fintech)
71 869 - 114 797$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager II (Fintech): Acquiring and expanding small business and personal banking relationships in an in-office client portfolio with an accent on financial advice, cross-selling, risk management, and community business development. Focus on analyzing client financials, growing deposits and lending volumes, ensuring regulatory compliance, and coordinating internal banking partners to deliver tailored solutions.
Location: In office at 3739 S Crenshaw Blvd, Los Angeles, California, US 90016
Salary: $71,869–$114,797 per year, plus eligibility for bonus and/or commissions.
Company
provides personal and business banking services and is a subsidiary of Royal Bank of Canada.
What you will do
- Acquire new small business and personal clients and deepen existing relationships through tailored banking solutions.
- Manage a client portfolio, identify needs, and grow deposits, investments, credit, loan, and fee-income opportunities.
- Provide financial advice based on client data, financial statements, business conditions, and growth ambitions.
- Build internal partnerships across the bank to resolve service issues and connect clients with appropriate products and specialists.
- Develop business through networking, community participation, and professional relationship-building.
- Manage lending risk and comply with bank policies, regulatory requirements, BSA, KYC, CRA, and fair-lending standards.
Requirements
- Bachelor's degree or equivalent.
- At least 5 years of direct sales experience and 5 years of experience in a financial institution.
- Must be registered or licensed with the Nationwide Mortgage Licensing System and Registry, or be eligible for registration under the Safe Act and remain in good standing.
- Strong knowledge of personal and business banking products, financial statements, negotiation, and client relationship management.
- Strong understanding of regulatory requirements, including CIP, KYC, and risk management.
Culture & Benefits
- Medical, dental, and vision coverage available from the first month after starting.
- 401(k) company matching contribution.
- Tuition reimbursement, internal training, and career development resources.
- Vacation, sick, and volunteer time benefits.
- Health and family planning support programs, colleague resource groups, and career mobility support.
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