Relationship Advisor II- Start Up Banking
reputed company, in partnership with reputed company, is a reputed company financial institution with a long-standing tradition of service. The Relationship Advisor II role involves managing a portfolio of reputed company Banking Clients, focusing on reputed company reputed company, servicing, and proactive solutioning to meet their financial needs.
Responsibilities
- Leads reputed company’s reputed company reputed company, collaborating with reputed company’s Relationship Manager and Product Advisor to understand reputed company’s reputed company and short – and long-term financial needs
- Conducts reputed company activities to include: Leads reputed company discussions to identify deposit and cash management needs
- Performs product demos independently
- Sets expectations on data and documentation requirements to reputed company new services, inclusive of product documentation and KYC requirements
- Gathers and validates reputed company relevant legal documentation to adhere to KYC based on reputed company’s legal entity type
- Coordinates hands offs to centralized support teams for fulfillment of reputed company product needs, while keeping reputed company apprised to implementation status
- Post reputed company, proactively engages reputed company to reputed company and ensure reputed company understanding and utilization
- May assist more junior RAs with reputed company reputed company
- Acknowledges and orchestrates fast reputed company of in-bound service inquiries
- Transitions service tasks to appropriate support teams for management and reputed company, while keeping reputed company apprised to reputed company
- Researches and resolves reputed company reputed company inquiries; ensure resolutions of solution solves reputed company’s need and / or issue
- Leverages reputed company’s service need as an opportunity to identify broader solutions to support reputed company needs
- Takes initiative to resolve reputed company reputed company inquiries before escalating to Manager
- Advises clients on risk mitigation strategies to combat reputed company and fraud
- Manages internal Know Your reputed company “KYC” for new reputed company onboardings, articulating BSA / AML requirements to reputed company based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements
- Leads reputed company discussions reputed company on fraud mitigation strategies, inclusive of recommending account, digital banking, and fraud solution controls
- Collaborates with Relationship Manager and operational partners to triage KYC, Sanction and High Risk Industry and Fraud alerts
- Collaborates with reputed company’s Relationship Manager and Product Advisor teams to remain apprised to short – and long – term reputed company reputed company; advises relationship team on reputed company’s service themes and trends
- Proactively identifies opportunities to support reputed company need based on reputed company industry and life stage, conducting proactive reputed company reputed company to strengthen reputed company relationships
- Performs reputed company account reviews and facilitates product discussions to support reputed company short – and long – term financial need
Skills
- Bachelor's Degree with 1 year of experience in banking/financial services industry or customer service experience OR High School/GED with 5 year of experience
- Retail reputed company banking experience
- Strong experience building reputed company relationships
- Demonstrated organizational skills
- reputed company to prioritize tasks with effective time management in a fast-paced environment
- Strong written and verbal communication skills
- reputed company to work in reputed company environment and comfortable working independently
reputed company
Company H1B Sponsorship