Internal Banking Consultant - RJ Bank

Raymond James Financial, Inc. • Saint Petersburg, FL • 3h ago

Essential Duties and Responsibilities:

Partner with Banking Consultant (BC) and Financial Advisor (FA) to provide sound financial advice, training and education regarding private client banking products.

Act as back up to BCs and assist PCB partners in scheduling meetings or calls (e.g. face to face visits, load balancing).

Proactively prepare and follow-up with FAs/SAs in relation to BC branch visits. Create client proposals.

Build relationships and position as a key member of an FA's and branch management's team.

Consistently conduct/complete branch and FA profiles, FA book reviews, and call reports.

In conjunction with Banking Consultant, conduct regular team meetings with Cash, SBL and Mortgage Consultant(s) (internal) to discuss opportunities and pipeline.

Establish a reputation of execution and excellence. Partner with the BC to gain confidence of FAs to fully develop the banking solutions provided to their clients.

Offer direct or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services.

Understand the competitive landscape and develop strategies to provide solutions to FAs and clients.

Create and monitor tasks in Client Relationship Management (CRM).

Work with and communicate effectively with BC, FAs, regional management, product partners, Branch Managers and staff.

Assist in developing tactical plans and completing special projects as needed.

Develops and maintains strong relationships across all levels of the organization.

Performs other duties and responsibilities as assigned.

Knowledge of:

Principles, practices, concepts and procedures of securities based lending, mortgages, cash management, banking and financial markets and products.

Established organizational policies, strategies and procedures for PCB product offering.

Proven new business development/origination experience with PCB products.

Principles and methods for promoting and educating on securities based lending, margin, mortgages, high net worth structured lending products.

Credit products including residential mortgage products, securities based loans, margin, and high net worth structured lending products.

Cash products including cash management accounts, cash sweep offerings and credit card offerings.

Skill in:

Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Exceptional presentation skills.

Recognizing and understanding the financial needs of all @types of clients.

Interacting with BC, Financial Advisors, associates and clients.

Providing a high level of client service in the spirit of Raymond James' Service 1st commitment.

Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

Analyzing financial, collateral, trust or business documentation to determine suitability.

Business development and marketing in order to consistently achieve top revenue results.

Detail orientation with strong organizational, sales and analytical skills.

Possess excellent oral and written communication skills. Exceptional presentation skills.

Good collaboration skills in a team-oriented environment.

Demonstrate initiative and comfort working in a fast paced environment.

Ability to:

Build strong and productive relationships with BC, Cash/SBL/Mortgage Consultants, FAs, branch managers, clients, product specialists and matrix partners.

Understand the financial needs of the retail brokerage clientele.

Maintain poise, presence and professionalism with FAs and their clients in challenging circumstances.

Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.

Train FAs/SAs on product suite.

Meet deadlines while managing BC, FA and client expectations.

Partner with other functional areas to accomplish objectives.

Facilitate meetings ensuring that all viewpoints, ideas and problems are addressed.

Attend to detail while maintaining a big picture orientation.

Work independently as well as collaboratively within a team environment.

Articulate reasons behind decisions.

Clearly communicate regarding decisions, changes, and other relevant information.

Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.

SIE no required

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