Internal Banking Consultant - RJ Bank

Job Description Summary

• Build Private Client Banking (PCB) product awareness and understanding among Financial Advisors and Sales Assistants.
• Lead marketing, training or education efforts of FAs and SAs in assigned territory (e.g. general product, campaigns, initiatives, technology enhancements, etc.).
• Work in partnership with all internal support groups to ensure consistent and high quality service.

Essential Duties and Responsibilities:

• Partner with Banking Consultant (BC) and Financial Advisor (FA) to provide sound financial advice, training and education regarding private client banking products.
• Act as back up to BCs 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 BC branch visits. Create client proposals.
• Build relationships and position as a key member of an FA’s and branch management’s team.
• Consistently conduct/complete branch and FA profiles, FA book reviews, and call reports.
• In conjunction with Banking Consultant, conduct regular team meetings with Cash, SBL and Mortgage Consultant(s) (internal) to discuss opportunities and pipeline.
• Establish a reputation of execution and excellence. Partner with the BC to gain confidence of FAs to fully develop the banking solutions provided to their clients.
• 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 BC, FAs, regional management, product partners, Branch Managers and staff.
• 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.

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 structured lending products.
• Credit products including residential mortgage products, securities based loans, margin, and high net worth structured 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 suite.
• 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.

***SIE no required***

Travel

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