Banking Consultant - RJ Bank (Multiple Territories)

Raymond James Bank-posted 8 months ago

Full-time • Senior

Remote

Resume

Match Score

Upload and Match ResumeTrack Jobs with Teal

Under minimal direction, provides knowledge and consultation to Financial Advisors (FAs) and clients regarding all Private Client Banking (PCB) products which includes Cash Solutions, Mortgage, Securities Based Lending (including Margin) and Tailored Lending. Responsible for PCB sales and growth objectives and service performance. Builds relationships and position themselves as key members of an FA's and branch management's team. Works in partnership with Internal Banking Consultants (IBCs), Cash, SBL and Mortgage Consultant(s), and Operations to ensure consistent and high quality service. Uses knowledge and skills obtained through education, training and experience to assist in creating solutions for financial advisors and their clients as it pertains to Private Client Banking products and services.

Initial point of contact for FAs regarding PCB lending and cash solutions for assigned territory.
Consistently conduct/complete branch visits, branch/FA profiles, FA book reviews and call reports.
Partner with FAs to provide sound financial advice regarding PCB products to clients.
Build PCB product awareness and understanding among FAs and Sales Assistants (SAs), with emphasis on the high opportunity FA teams.
Build, promote, market and maintain an adequate pipeline of opportunities to meet loan production and growth goals.
Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking solutions with their clients.
Lead marketing, training and education efforts in conjunction with IBCs for FAs and SAs in assigned territory.
Partner with the home office product partners for execution of Cash Solutions, Mortgages, SBLs, Margin, and Structured Lending.
Attend conferences, meetings for/in regions on behalf of RJ Bank.
Understand competitive landscape and develop strategies to provide solutions to FAs and clients.
Develop and implement product marketing strategies with Branch Management and FA team.
Work with and communicate effectively with IBCs, FAs, branch managers, branch staff and product partners.
Conduct regular team meetings with internal PCB product fulfillment partners.
Influence strategic direction, develop tactical plans and complete difficult assignments with substantial latitude for decisions and actions.
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives.
Develop and maintain strong relationships across all levels of the organization.
Perform other duties and responsibilities as assigned.

Bachelor's Degree in finance, accounting or business administration with a minimum of ten (10) years of successful lending business development experience with an investment, commercial or private bank.
SIE required provided that an exemption or grandfathering cannot be applied.
Series 7, 63 (or 66) preferred.
Completion of formal credit training strongly preferred.
NMLS required.

Expert knowledge of credit products including, residential mortgage products, securities based loans, and high net worth structured lending products.
Proven new business development/origination experience with lending products is required.
Principles and methods for promoting and educating on securities based lending, margin, mortgages, structured lending and cash management.

Track Jobs with Teal

Job Search Resources

•

Resume Builder

•

Banking Consultant Resume Examples

•

Cover Letter Examples

Banking Consultant - RJ Bank (Multiple Territories)

Job Search Resources

Tools

Career Hubs

Guides

Company