Financial Relationship Manager

2 weeks ago


Naperville, Illinois, United States Pma Financial Network Full time
Position Overview

Financial Relationship Manager engages with banking institutions to cultivate and sustain funding partnerships, while also overseeing funding capabilities.

  • Initiate contact with banks and credit unions to create deposit initiatives
  • Deliver continuous relationship management with clients
  • Address customer inquiries and requests regarding their accounts in a timely manner
  • Maintain an updated client database with account details
  • Exhibit outstanding service to clients
  • Build enduring client relationships and meet revenue objectives
  • Ensure adherence to organizational policies and procedures
  • Identify and track new banking opportunities
  • Generate and evaluate leads to foster new business connections
  • Collaborate with banks to address funding requirements and interest rates
  • Oversee investment acquisitions and transaction processing
  • Assist in the documentation process for certificate of deposit transactions

Qualifications: Bachelor's degree or equivalent professional experience

Licenses Required: Series 7 & Series 63

Essential Skills:

  • Proactive approach and ability to prioritize tasks effectively
  • Meticulous attention to detail and capability to perform under pressure
  • Excellent interpersonal and communication abilities
  • Capacity to collaborate and resolve issues efficiently

Become a part of our team as a Financial Relationship Manager and contribute significantly to the establishment and maintenance of financial partnerships for Pma Financial Network. If you possess a passion for the financial sector and a commitment to excellence, this role is well-suited for you.



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