4 дня назад
Relationship Manager - Private Banking (Fintech)
100 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager - Private Banking (Financial Services): Building and maintaining private banking relationships with financial institution clients with an accent on personalized banking services, account management, and business development. Focus on acquiring new relationships, resolving credit and payment issues, and reviewing transaction and risk reports for compliance.
Location: New York, NY 10018, United States; onsite, full-time
Salary: $100,000–$125,000 realistic expected annual base pay. The posted pay band is $101,770.50–$173,468.00. Total compensation may also include incentives, bonuses, commissions, or other awards.
Company
provides banking and private banking services to institutional and other clients.
What you will do
- Prospect, onboard, develop, and maintain banking relationships with private banking clients.
- Expand existing relationships through sales efforts and coordinate Product Partners to deliver banking solutions.
- Manage account opening, follow-up, client communications, and ongoing account maintenance.
- Address client inquiries and sensitive relationship needs, coordinating with internal departments when required.
- Assist with credit problems, delinquent payment issues, and targeted new-client acquisition.
- Review fraud, activity, deposit, transaction, and month-end reports and investigate or approve items when needed.
Requirements
- At least 3 years of professional experience.
- High school diploma, equivalent qualification, or foreign equivalent.
- Strong knowledge of financial products and services, including lending and cash.
- Client-focused, detail-oriented, and able to build and maintain trusted stakeholder relationships.
- Clear communication, proactive collaboration, and effective cross-functional teamwork.
- Ability to follow applicable federal, state, and local regulatory and compliance requirements.
Culture & Benefits
- Medical, dental, vision, life, and disability insurance.
- Comprehensive leave program.
- Commitment to equal employment opportunity and accurate compensation information.
- No unusual physical exertion is required.
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