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Credit Relationship Manager
3 months ago
Employment Type: Full Time
Department: Wealth Management & Services
As a key member of our team, you will play a vital role in delivering an outstanding experience to our private banking clientele.
Your responsibilities will include providing a high level of courteous, knowledgeable, and professional service to both existing and prospective clients, demonstrating a thorough understanding of our product offerings.
You will assess client needs and align them with suitable products or services through effective relationship-building techniques, including making referrals to other team members as necessary.
In addition, you will identify and propose workflow process enhancements that can improve efficiency and service quality.
Your role will involve taking ownership of client inquiries, concerns, and complaints, ensuring prompt resolution and appropriate escalation when needed.
It is essential to maintain an in-depth knowledge of our integrated private banking services and offerings, as well as an understanding of the strategic direction of our business.
You will analyze data and information to provide valuable insights and recommendations.
Additionally, you will review monitoring reports with your team and take appropriate actions.
Your goal will be to exceed client service standards to foster relationship retention and growth.
You will provide timely and accurate support to Private Bankers by handling a variety of credit and non-credit activities.
Compliance with all banking, investment, and lending regulations, as well as internal policies and procedures, is crucial.
Moreover, you will follow security protocols and apply due diligence to prevent losses due to fraud or other risks.
Participation in audits and compliance reviews will also be part of your responsibilities.
It is important to identify and escalate any irregularities or discrepancies to management.
Typically, candidates should have 2 to 3 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
You must meet the licensing and certification requirements for your role.
A working knowledge of personal and commercial credit products, along with operational processes, is expected.
Basic understanding of the lending process and supporting policies is also required.
Our total compensation package varies based on the role and may include performance-based incentives and additional benefits.
We are committed to creating positive change for our customers, communities, and employees.
We strive to support you with the necessary tools and resources to achieve new milestones while assisting our customers in reaching theirs.
From comprehensive training and coaching to managerial support and networking opportunities, we aim to help you gain valuable experience and expand your skill set.
Accommodations are available upon request for candidates participating in the selection process.
We are dedicated to fostering a culture of growth and excellence in all that we do.
