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Banking Relationship Advisor Support #1794

Amarx Search, Inc.
San Diego, California, United States
$40 per hour
July 13, 2018

Posted By Premium Recruiter


Type: 6+ Month W-2 Contract

Location: San Diego, CA

Pay: $40 per hour

Position ID: 1794

An excellent position with one of America's best banks

* Banking Relationship Advisor Support *

Please apply ONLY if you have extensive banking knowledge - deposit, cash management products, account reporting, etc

Visa sponsorship is not available for this position

We can ONLY consider your application if you have:

1: Familiarity with Microsoft Office Products, email and work flow management is required

2: Extensive knowledge related to bank deposit and cash management products and services, including but not limited to online banking platforms, account reporting, cash management disbursement and collection solutions.

This role is to support a team of Relationship Advisors who are the primary consultative contact for an assigned portfolio of clients.

Duties and Responsibilities

== Help research client information internally, support prepopulating forms, obtain completed forms from clients and RAs to fulfill requests and support the routing of client and internal requests

== Help operationally support projects as it relates to client service through sending out client email notification and internal systems research to populate reporting data

== Support the use of our internal CRM system to input an properly capture client requests

== Notify clients upon completion of requests

== Build and nurture relationships with key clients to increase product awareness, penetration and counter competitive activity

== Participate in strategy meetings with bank partners to increase client retention, deepen relationships, uncover product gaps, win deals, identify outreach opportunities and set goals to achieve measurable business results

== Manage onboarding of new relationships by gathering and validating all relevant legal documentation to adhere to Know Your Customer (KYC) and Anti-Money Laundering and other banking regulations for new and existing relationships

== Prepare necessary bank documents and establish client records

== Monitor and participate in product implementation trainings

== Reinforce and educate clients of available self-service tools

== Create, organize and deliver regular training and technology demonstrations via web conferencing or in person to support the client self-service strategy

== Provide ongoing advice and support to clients on all activity related to client accounts, including assessing risk related transactions, incident/campaign related client outreach, assisting clients with fraud mitigation, managing cash flow, and/or other daily bank operational needs

== Provide client support for escalated product or service issues

== Regularly interact with clients/prospects to determine potential client process improvement or sales referral opportunities

== Frequently schedule client meetings and adhere to pre-call planning and post-call practices

== Identify opportunities as a result of client interactions with Service Advisor or product team to further influence the positive outcome of the client experience

== Maintain information in contact management systems to monitor sales efforts, client contact, escalation support, product campaigns, portfolio reviews, training activity and availability of sales materials and resources

== Provide records for performance tracking and targeting future sales efforts/referral opportunities

== Participate in selected industry related networking organizations, examine industry best practices and disseminate competitor information collected to appropriate internal business teams

== Prospect and participate in local community events to promote brand awareness

== Actively participate/lead bank initiatives/task forces

== Consistently search for process improvements and lead efforts to implement

No interview, relocation or living expenses provided

Please send resume as a Microsoft Word attachment to

Amarx Search, Inc.