Relationship Manager Private Banking (Kauai)
About The Position
Under the direction of the manager, this position is responsible for developing, managing, and retaining comprehensive relationships with clients meeting the net worth, income and profitability profiles of the Private Banking Group. Provides advice, counsel, and high level customer service to build deeper client relationships through the sale and administration of credit, deposit, and investment agency products and services and in a manner that ensures compliance with all applicable regulations, policies, and procedures. In addition, this position is responsible for conducting sales and relationship management activities utilizing the Excellence in Sales/Service (ESS) disciplines and behaviors.
Requirements
- Meeting the net worth, income and profitability profiles of the Private Banking Group.
Responsibilities
- Developing, managing, and retaining comprehensive relationships with clients meeting the net worth, income and profitability profiles of the Private Banking Group.
- Providing advice, counsel, and high level customer service to build deeper client relationships.
- Selling and administering credit, deposit, and investment agency products and services.
- Ensuring compliance with all applicable regulations, policies, and procedures.
- Conducting sales and relationship management activities utilizing the Excellence in Sales/Service (ESS) disciplines and behaviors.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
