Private Banking Emerging Wealth Branch Manager

Posted on Nov 17, 2018 by Affinity Executive Search

Miami, FL 33101
Banking
Immediate Start
Annual Salary
Full-Time
Tasked withperforming the following responsibilities:

* Local client site traveling
* External business development and client networking
* Open new accounts
* Frequent Client / Bank event assistance to develop positive rapport
* Cross sell other bank Products & Services
* Process transactions such as transfers, wire requests
* Client notifications such as EIM, large item verification and Return Deposited items
* Verification of Deposit/Credit ratings
* Client supply orders (checks/deposit slips/endorsement stamps)
* Daily Client outreach to ensure client satisfaction
* Assist client with new product and services
* Support setups of all additional product and services
* Account Maintenances providing daily deliverables & follow-up
* Prepare and process account changes
* Record and post meeting minutes
* Prepare weekly tracking reports for Manager
* Update client portfolio and files to ensure file accuracy and completeness
* Audits and monthly certifications
* Miscellaneous tasks addenda, billings, deficit balance reporting
* Support other departments for client servicing to ensure timely completion

PRIVATE BANKING EMERGING WEALTH BRANCH MANAGER

The incumbent functionsas the liaison between VIP complex retail/small business clients and the bank to deliver unprecedented service to establish lifetime partnerships. Also responsible to provide innovative solutions and exceed client expectations for a world class experience every time.

You actively takepart in or controls the revenue generation process at the branch level.

REQUIREMENTS:

PRIVATE BANKING EMERGING WEALTH BRANCH MANAGER - MANDATORY REQUIREMENTS

* Sales and Service Management knowledge
* Established outside calling experience
* College/University Degree or equivalent
* 5 or more years Branch Management, Business Banking and/or Commercial Sales/Service Leader experience
* Business Acumen and Financial Literacy
* Decisiveness
* Performance Management
* People Development
* Customer Focus
* Communication
* Relationship Building
* Personal Effectiveness
* Risk & Compliance Management

Reference: 559198734