VP, Relationship Manager- PCS

Overview

The VP; Relationship Manager in the Private Client Services Department under the Wealth Management Division is responsible for originating, structuring, and managing portfolios comprised of deposits, with a stronger emphasis on commercial lending relationships. The role pursues opportunities to expand existing relationships through business development calls and networking events, delivering credit solutions and cross-selling complementary products and services in support of overall business development goals. Complies with all related CIP and BSA/AML requirements; adheres to Bank policies, procedures and regulations.

Responsibilities

Key responsibilities:

• Responsible for developing Wealth Management / Private Client Services clientele through commercial lending business development efforts, including calling programs and networking events to generate new commercial loan opportunities.
• Drive business growth by leading commercial loan production and relationship management efforts for the assigned market, including ongoing portfolio management and expansion of the relationships.
• Prospect and meet regularly with potential customers outside of the office to originate commercial loan opportunities and sell credit solutions and related banking services.
• Uncover potential sales opportunities such as relationship expansion, account additions, and other products and services within an established portfolio to help achieve business development goals. 
• For deposit relationships, responsible for monitoring account activity as well as managing accounts in uncollected or overdraft status.
• Ensure that the customer profile information and documentation remain current; this may include, but is not limited to, W-9 and W-8BEN, CIP documentation (drivers licenses, passports), core and supporting bank documents, updated financial statements and information, client profile information, and other support documentation.
• Monitor overdrawn and uncollected accounts.  Manage past due loan payments.
• Perform due diligence on the BSA/KYC (Know Your Customer) write-ups and profile; conduct customer interviews to profile them as well as to comply with BSA, KYC and other bank policies and procedures. Respond to BSA requests.
• Ensure efficiency with customers’ accounts in all their bank products.
• Continually identify and analyze new products and/or initiatives that would enhance the service provided to the customer.

Qualifications

Education/Experience:

Requirements

Soft Skills

Preferred Experience

• Associate’s degree with a minimum of seven (7) years banking-related experience in product sales and sales servicing to customers in commercial or international/private banking.

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