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Job Snapshot
-
Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Job Type:
-
Experience:
Not Specified -
Date Posted:
12/18/2024
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
%26middot; 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.
%26middot; Act as back up to banking consultants and assist PCB partners in scheduling meetings or calls (e.g. face to face visits, load balancing).
%26middot; Proactively prepare and follow-up with FAs/SAs in relation to branch visits, webinar attendance, and service-related escalations. Create client proposals.
%26middot; Manage inbound call volume from FAs/SAs determining needs and introducing appropriate partners, departments to maintain high level of service
%26middot; Build relationships with internal partners in SBL, Mortgage, and Cash Solutions in support of growth objectives.
%26middot; Establish a reputation of execution and excellence through partner feedback
%26middot; Offer direct or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services.
%26middot; Understand the competitive landscape and develop strategies to provide solutions to FAs and clients.
%26middot; Create and monitor tasks in Client Relationship Management (CRM).
%26middot; Work with and communicate effectively with banking consultants, FAs, and product partners
%26middot; Assist in developing tactical plans and completing special projects as needed.
%26middot; Develops and maintains strong relationships across all levels of the organization.
%26middot; Performs other duties and responsibilities as assigned.
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
%26middot Principles, practices, concepts and procedures of securities based lending, mortgages, cash management, banking and financial markets and products.
%26middot Established organizational policies, strategies and procedures for PCB product offering.
%26middot Proven new business development/origination experience with PCB products.
%26middot Principles and methods for promoting and educating on securities-based lending, margin, mortgages, high net worth lending products.
%26middot Credit products including residential mortgage products, securities-based loans, margin, and high net worth lending products.
%26middot Cash products including cash management accounts, cash sweep offerings and credit card offerings.
Skill in
%26middot Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Exceptional presentation skills.
%26middot Recognizing and understanding the financial needs of all types of clients.
%26middot Interacting with BC, Financial Advisors, associates and clients.
%26middot Providing a high level of client service in the spirit of Raymond James%26rsquo Service 1st commitment.
%26middot Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
%26middot Analyzing financial, collateral, trust or business documentation to determine suitability.
%26middot Business development and marketing in order to consistently achieve top revenue results.
%26middot Detail orientation with strong organizational, sales and analytical skills.
%26middot Possess excellent oral and written communication skills. Exceptional presentation skills.
%26middot Good collaboration skills in a team-oriented environment.
%26middot Demonstrate initiative and comfort working in a fast paced environment.
Ability to
%26middot Build strong and productive relationships with BC, Cash/SBL/Mortgage Consultants, FAs, branch managers, clients, product specialists and matrix partners.
%26middot Understand the financial needs of the retail brokerage clientele.
%26middot Maintain poise, presence and professionalism with FAs and their clients in challenging circumstances.
%26middot Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.
%26middot Train FAs/SAs on product and technology enhancements related to business unit
%26middot Meet deadlines while managing BC, FA and client expectations.
%26middot Partner with other functional areas to accomplish objectives.
%26middot Facilitate meetings ensuring that all viewpoints, ideas and problems are addressed.
%26middot Attend to detail while maintaining a big picture orientation.
%26middot Work independently as well as collaboratively within a team environment.
%26middot Articulate reasons behind decisions.
%26middot Clearly communicate regarding decisions, changes, and other relevant information.
%26middot Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.
Educational/Previous Experience Requirements
Education/Previous Experience
%26middot Bachelor%26rsquos 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.
%26middot OR ~
%26middot Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Licenses/Certifications
%26middot Series 7 securities license preferred.
%26middot Completion of formal credit training preferred.
%26middot 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
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:
