Client & Business Manager II
About The Position
This job is responsible for executing market level strategy initiatives established by leadership to serve clients, developing the team, and growing the market. Key responsibilities include driving scorecard success, implementing the market business plan, overseeing financial metrics, ensuring client service initiatives, establishing office routines, sourcing talent, and developing associates. Job expectations include commanding Private Bank tools and resources to deliver timely data and demonstrating professional and technical skills while working with all levels of associates.
Requirements
- Minimum of 5 years’ experience in the financial services Private Bank experience required
- Well versed in Private Bank capabilities and solutions, industry service practices and trends, online/mobile environment
- Thorough knowledge of Private Bank/fiduciary client and risk/oversight functions and products
- Understanding of business strategy
- Experience managing a team provides inspection, coaching and feedback to motivate, differentiate and improve performance
- Synthesizes information effectively to create compelling presentations/documents (strong PowerPoint and Excel capabilities)
- Communicates clearly and concisely, both verbally and in writing
- Collaborates effectively with peers and partners
- Strong skill set in negotiation, influencing and conflict management
- Ability to build team culture; is collaborative and inclusive
- Ability to function in a high paced environment
- Multi-tasking skills
Nice To Haves
- Business Acumen
- Business Operations Management
- Coaching
- Customer and Client Focus
- Reporting
- Attention to Detail
- Business Process Analysis
- Continuous Improvement
- Customer Service Management
- Talent Development
- Drives Engagement
- Hiring and Onboarding
- Issue Management
- Process Management
- Risk Management
Responsibilities
- Enhances the client experience by overseeing the timely resolution of client service issues, drives client satisfaction goals by training, coaching, and establishing exceptional service standards for the team
- Collaborates with market leadership to help create and implement the local market business plan by establishing strategies to drive growth and meet scorecard goals
- Develops, sources, trains, and shapes associates for advancement into other roles, develops future leaders while establishing service and quality expectations within the team
- Drives business outcomes and delivers strong results by prioritizing, inspecting and delegating teamwork that drives process efficiency and execution across all lines of business
- Models and implements risk management and encourages associates to identify, debate, and escalate issues
Benefits
- Access to paid time off
- Resources and support to our employees
- Discretionary incentive eligible
- Annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
