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Relationship Banker
3 months ago
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Portfolio Banker in the Global Corporate Banking & Specialized Industries Financial Institutions Group, you will be the primary relationship manager for a portfolio of accounts and will work both independently, and as part of a team, to deliver our comprehensive solutions to clients. You will primarily focus on maintaining and deepening existing client relationships while also having the opportunity to create new client relationships from prospects. You will be the primary relationship manager for a portfolio of accounts and will work both independently, and as part of a team, to deliver our comprehensive solutions to clients and primarily focus on maintaining and deepening existing client relationships while also having the opportunity to create new client relationships from prospects. As a Portfolio Banker you are required to have deep working knowledge of our solutions, including, but not limited to Treasury Services, Commercial Card, Trade, Credit, etc., and will interact and liaise with other areas of the organization including client service associates, officers, Treasury Management Officers.
Job responsibilities
- On-going client relationship management to ensure proper servicing of accounts. Identify opportunities to deepen existing relationships and develop new ones by utilizing a consultative approach to determine client requirements and recommended appropriate solutions. PB is also responsible for documenting client and prospect meetings with call reports and maintaining CRM system updates.
- Delivering Treasury solutions and finding cross-sell opportunities for clients independently and in coordination with partners as needed. PB is responsible for ensuring that all opportunities are entered and managed throughout the appropriate pipeline. Additionally, PB will proactively review assigned client base and new referrals from partners to maintain a high quality of portfolio clients.
- In conjunction with the CSA, the PB will be responsible to ensure the client’s operational needs are serviced in a timely and high-quality manner. The Portfolio Banker will also have responsibility for annual coverage review of product sets and delivering the products and services of the firm to clients.
- Oversight, escalation and resolution of any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with CCBSI management and the appropriate escalation forum. Supporting KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.
Qualifications, Capabilities and Skills
- Seven plus years of banking experience, including sales and relationship management
- Strong creative solution and problem solving abilities as well as investigatory, due diligence and risk analysis skills
- Knowledge and understanding of Treasury Service products, and more broadly Commercial Banking products and services
- Able to work independently multi-task and handle a sizeable account load with strong time management, organizational and planning skills
- Excellent verbal and written communication skills
- Demonstrated experience of meeting or exceeding sales goal and ability to mobilize internal networks and resources. Diligent, detail-oriented and thorough
- Bachelor’s degree preferred, and completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role
- Strong client-facing skills. Polished, with excellent verbal and written communication abilities
