Senior Relationship Manager – Global Commercial Banking, Healthcare, Education,

Responsibilities

Providing advice and valuable financial solutions to complex Global Commercial Banking clients

Serving as the primary point of contact or trusted advisor

Acquiring, deepening, and maintaining profitable relationships

Collaborating with teammates and facilitating client relationships with Product Specialists

Knowledge of the bank's products and services to identify cross-selling opportunities

Increasing overall client satisfaction

Requirements

Holds registered licenses (or obtains within 180 days of start date): FINRA Securities Industry Essentials (SIE), S7 and S63

Client Management

Client Solutions Advisory

Prospecting

Relationship Building

Risk Management

Financial Analysis

Leadership Development

Project Management

Referral Identification

Sales Performance Management

Business Development

Client Experience Branding

Continuous Improvement

Data and Trend Analysis

Pipeline Management

Certifications & Qualifications

FINRA Securities Industry Essentials (SIE)

S7 License

S63 License

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