Works with Deposit and Payment Solutions (DPS) Relationship Manager in the Private Capital Global Asset Management Group (PCGAM) division to manage assigned customer relationships. Responsibilities include: direct customer interface functioning as liaison with various Bank departments, analyzing financial data, assisting Deposit Relationship Manager in preparing proposals, identifying customer needs and making appropriate referrals, ensuring accurate and thorough account and product implementation, assisting in training process of new clients / products. Higher levels have their own assigned client relationships and may also co-manage client relationships.
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Job Type
Full-time
Career Level
Mid Level