Job Description
The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Policies and Procedures.
Responsibilities:
RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated.
Minimum Education and/or Certifications Requirements:
Bachelor’s degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters’ degree or other well-known professional certification such as TEP, CFA, CFP are desired.
Minimum Work Experience Requirements:
At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM.
Technical and/or Other Essential Knowledge:
Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations.
Functional Skills & Knowledge:
Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.
Hello! We are the Cj family in Las Cruces, New Mexico, and we are excited to welcome a new member to our family. We are currently seeking a full-time, live-in nanny to care for our active toddler. As a key part of our household, your primary responsibility will be to ...
...Now Hiring Delivery Drivers to join the Worlds #1Pizza Delivery Company! Job Description ABOUT THE JOB Are you currently doing ride sharing or food delivery with one of those other companies? Arent you tired of not getting paid while you sit around...
...all levels of Automotive Technicians in the Mesa, Gilbert, and Phoenix areas. These positions provide upward mobility as well as top pay, great benefits, and an excellent work environment. We have 4 locations throughout the Mesa/Gilbert/Ahwatukee area. We Offer:...
...FreeWheel, a Comcast company, provides comprehensive ad platforms for publishers, advertisers, and media buyers. Powered by premium video content, robust data, and advanced technology, were making it easier for buyers and sellers to transact across all screens, data types...
...started? No experience is required to start because, we offer free training to earn your home health aide certificate. Addus has immediate need for Home Health Aides / Caregivers / Home Care Aides ! By joining our team at ADDUS HOMECARE , you are making a difference in the...