6 дней назад
Senior Client Manager (Private Banking)
123 200 - 228 800$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Client Manager (Private Banking): Managing complex private banking client relationships and coordinating the full client lifecycle with Relationship Strategists and Functional Advisors, with an accent on client service, account opening, issue resolution, and relationship growth. Focus on coordinating internal specialists, resolving high-severity client issues, identifying servicing opportunities, and supporting risk-aware customer solutions.
Location: In-office in Baltimore, Maryland, United States
Base salary: $123,200–$228,800 per year, plus incentive eligibility.
Company
is a banking organization focused on delivering client experiences and financial products through its Private Bank and other business segments.
What you will do
- Manage complex and high-visibility private banking client relationships across prospecting, onboarding, and ongoing service.
- Coordinate internal teams, Relationship Strategists, Functional Advisors, and specialists throughout the client lifecycle.
- Prepare account-opening communications and client meetings, manage service-agreement processes, and address client needs.
- Resolve complaints and complex client issues, serving as an escalation point for high-severity requests.
- Maintain knowledge of products, services, business events, and market trends to identify additional servicing opportunities.
- Support junior staff as a training resource while managing customer needs and business risk.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- Typically 8 or more years of relevant industry experience.
- Strong client relationship management, communication, decision-making, and critical-thinking capabilities.
- Ability to manage multiple priorities, use customer relationship management applications, and understand financial products and services.
- Ability to work in-office in Baltimore, Maryland.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on respect, collaboration, customer service, and risk management.
- Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
- 401(k) matching, pension, stock purchase plans, life insurance, disability protection, and dependent-care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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