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Job Snapshot
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Employee Type:
Full-Time -
Location:
Chicago, IL -
Experience:
Not Specified -
Date Posted:
10/31/2024
Job Description
Summary of the Position:
The Relationship Manager - Private Bank Lending will call on their assigned target market, defined as a designated geographical territory or assigned target firms, to establish lending relationships with those firms' high net worth clients. Note that deposit or investment products or services will not be part of the positions responsibility, although referrals are encouraged. The position reports directly to the National Sales Director of Private Bank Lending and will be based out of the assigned territory that the Relationship Manager covers. The Position will require travel as necessary (typically 2-4 days a week on average).
Primary Functions of the Position:
%26middot; Work with the Chief Banking Officer, National Sales Director, Key Accounts Management, Private Bankers, and the Inside Sales Team to identify target Financial Advisors of the designated firms.
%26middot; Make a minimum number of phone and in person calls to new advisors as well as to advisors with existing TriState Capital Bank relationships, which will require 70% - 80% travel to visit advisors and office managers in the assigned target market.
%26middot; Grow the loan portfolio by $100 MM plus annually, produce a minimum amount of Gross loan fundings annually, and produce a minimum number of new loans applications annually preestablished individual growth and production goals.
%26middot; Develop new business by identifying and contacting existing or prospective Financial Advisors, Financial Advisory Firms, Office Managers, and Business Development Officers to promote the Banks lending services.
%26middot; Use the Banks CRM and marketing plans to maximize target market coverage and informational management reporting.
%26middot; Work closely with the Inside Sales Team to deliver the Banks lending programs to new and existing clients.
Interface and coordinate efforts within the targeted offices and firms, FAs, and clients when applicable
Job Requirements
Education and Experience Requirements:
%26middot Bachelor's Degree required
%26middot Minimum 5-10 years of financial services experience required, including private banking, brokerage, or asset management experience
Essential Skills and Abilities:
%26middot Experience in building and developing relationships and working the designated territory
%26middot Excellent verbal and communication skills
%26middot Excellent organization skills, attention to detail and the ability to work independently in a fast-paced environment with minimal direction
%26middot Well-developed customer relationship skills
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 outcomes
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
