To proactively deliver a deep, relationship-based Private Banking offering through value-adding client engagement, portfolio management and tailored financial solutions that enhance the client experience, deepen relationships and support sustainable profitability for the bank.
Responsibilities
Build and maintain strong relationships with Private Banking clients through proactive and value-adding engagement.
Drive portfolio growth through retention, cross-selling, sales delivery and identifying new client opportunities.
Understand client needs and recommend suitable banking, lending, wealth and digital solutions.
Support quality credit applications, annual credit reviews and effective portfolio administration.
Manage client queries, complaints, digital adoption, risk and compliance requirements in line with bank standards.
Requirements
Bachelor of Commerce
Advanced Diploma
NQF 7 or higher qualification in Finance, Business Commerce, Accounting or a related field
This role has an expected salary range of $125,000.00 - $150,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component.
Responsibilities
Interacting with cross-vertical CRE Deal Team Members after a new loan closes to assure optimal client experience.
Ensuring all customer financial reporting / covenants are collected on time and monitored for assigned transactions.
Complete analysis and documentation to achieve credit actions (e.g., renewals, waivers, modifications, annual reviews) for assigned portfolio.
Function as a resource for GPM Team Lead and/or Regional GPM in preparation for any portfolio review related meetings and actively communicate knowledge of the risk points within the portfolio.
Recommend appropriate risk ratings for assigned credits in collaboration with GPM and/or Regional GPM.
Monitor client transaction and provide a wonderful client experience while mitigating fraud losses to CIBC & Simplii Financial customers through investigation and analysis.
Responsibilities
Monitor client transactions and mitigate fraud losses
Identify, analyze and conduct investigations of client transactions through debit cards, ATMs, and over the counter (OTC) deposits
Exercise decision making skills while reviewing customer’s profiles, transactions, banking history, and cheque images
Compile data and investigate alerts/referrals to make recommendations
Accurately document all actions taken in databases
Provide administrative and sales support to Private Banking Advisors, offering exceptional service to clients for transactional banking needs such as lending, borrowing, investing, and commercial lending.
Compensation
competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support
Responsibilities
Greet customers arriving for meetings and arrange contact with appropriate individual
Effectively deal with client issues, concerns or problems promptly
Service the financial needs of existing clients
Respond to incoming telephone calls and clients requests to process wires/cables and visa, tax and bill payments
Manage all fax requests for money orders, drafts, currency exchanges
Relationship Manager II - Business BankingPNC · Houston, US