Job Description
Job Summary Job Summary Under limited direction and in partnership with Banking Consultants, responsible for Private Client Banking (PCB) sales and growth objectives and service performance from Home Office. Support in building PCB product awareness and understanding among Financial Advisors and Sales Assistants. Support marketing, training or education efforts of FAs and SAs in collaboration with banking consultant team (e.g. general product, campaigns, initiatives, technology enhancements, etc.) Works in partnership with all internal support groups to ensure consistent and high quality service.
Essential Duties and Responsibilities Essential Duties and Responsibilities •Partner with Internal and External Banking Consultants (IBC/BC) and Financial Advisor (FA) to support growth initiatives, training, and education regarding private client banking products.
•Act as back up to banking consultants and assist PCB partners in scheduling meetings or calls (e.g. face to face visits, load balancing).
•Proactively prepare and follow-up with FAs/SAs in relation to branch visits, webinar attendance, and service-related escalations. Create client proposals.
•Manage inbound call volume from FAs/SAs determining needs and introducing appropriate partners, departments to maintain high level of service
•Build relationships with internal partners in SBL, Mortgage, and Cash Solutions in support of growth objectives.
•Establish a reputation of execution and excellence through partner feedback
•Offer direct or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services.
•Understand the competitive landscape and develop strategies to provide solutions to FAs and clients.
•Create and monitor tasks in Client Relationship Management (CRM).
•Work with and communicate effectively with banking consultants, FAs, and product partner
•Assist in developing tactical plans and completing special projects as needed.
•Develops and maintains strong relationships across all levels of the organization.
•Performs other duties and responsibilities as assigned.
Qualifications: Knowledge, Skills, and Abilities Knowledge of •Principles, practices, concepts and procedures of securities based lending, mortgages, cash management, banking and financial markets and products.
•Established organizational policies, strategies and procedures for PCB product offering.
•Proven new business development/origination experience with PCB products.
•Principles and methods for promoting and educating on securities-based lending, margin, mortgages, high net worth lending products.
•Credit products including residential mortgage products, securities-based loans, margin, and high net worth lending products.
•Cash products including cash management accounts, cash sweep offerings and credit card offerings.
Skill in •Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Exceptional presentation skills.
•Recognizing and understanding the financial needs of all types of clients.
•Interacting with BC, Financial Advisors, associates and clients.
•Providing a high level of client service in the spirit of Raymond James' Service 1st commitment.
•Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
•Analyzing financial, collateral, trust or business documentation to determine suitability.
•Business development and marketing in order to consistently achieve top revenue results.
•Detail orientation with strong organizational, sales and analytical skills.
•Possess excellent oral and written communication skills. Exceptional presentation skills.
•Good collaboration skills in a team-oriented environment.
•Demonstrate initiative and comfort working in a fast paced environment.
Ability to •Build strong and productive relationships with BC, Cash/SBL/Mortgage Consultants, FAs, branch managers, clients, product specialists and matrix partners.
•Understand the financial needs of the retail brokerage clientele.
•Maintain poise, presence and professionalism with FAs and their clients in challenging circumstances.
•Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.
•Train FAs/SAs on product and technology enhancements related to business unit
•Meet deadlines while managing BC, FA and client expectations.
•Partner with other functional areas to accomplish objectives.
•Facilitate meetings ensuring that all viewpoints, ideas and problems are addressed.
•Attend to detail while maintaining a big picture orientation.
•Work independently as well as collaboratively within a team environment.
•Articulate reasons behind decisions.
•Clearly communicate regarding decisions, changes, and other relevant information.
•Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.
Educational/Previous Experience Requirements Education/Previous Experience •Bachelor's Degree in Finance, Accounting or Business Administration with a minimum of three (3) years of successful lending business development experience with an investment, commercial or private bank.
•OR ~
•Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications Licenses/Certifications •Series 7 securities license preferred.
•Completion of formal credit training preferred.
•NMLS required
Travel Travel Required Travel Required: Yes, 5% of the Time
Disclaimer Disclaimer Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
Priority will be given to protected veterans
EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT
Raymond James Guiding Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•Grow professionally and inspire others to do the same
•Work with and through others to achieve desired outcome
•Make prompt, pragmatic choices and act with the client in mind
•Take ownership and hold themselves and others accountable for delivering results that matter
•Contribute to the continuous evolution of the firm Raymond James Financial Incorporated
Job Tags
For contractors, Bank staff, Home office,