Financial Relationship Manager
2 weeks ago
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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