Relationship Advisor

increase product awareness; penetration; counter competitive activity; and serves as first point of contact supporting client on inquires related to client accounts.

Relationship Advisor work as key member of the client-facing relationship team to provide exceptional service on day-to-day banking needs. The Relationship Advisor manages an Early-stage portfolio of non-borrowing/Borrowing clients and is responsible for supporting relationships to increase client satisfaction, monitors product penetration, independently qualifies banking solutions, and makes day-to-day credit decisions.

Responsibilities:

• Leads and optimizes welcome experience for non-borrowing clients and performs proactive touchpoints to qualify appropriate solutions;
• collaborates with the Relationship Manager and/or Product Advisor team to ensure a timely and quality onboarding experience;
• Proactively sets expectations on account structures,
• KYC documentation requirements, and overall engagement model.
• Includes orienting new employees of existing clients to on-line SVBs products and services.
• Coordinates and hands off execution of account opening process to centralized support teams.

Conducts prospect to client strategies that may include but not limited to:

• Leads prospect discussions / demos with assistance from Managers or higher level RAs
• Gathers and validates all relevant legal documentation to adhere to KYC
• Once accounts are open, reviews client to ensure funding and usage is appropriate
• Reviews account information once active
• Performs proactive touchpoints to measure overall onboarding experience
• Builds relationships with key client personnel Advises clients on account structures with complexity that include:
• Domestic accounts and services
• Multi-Currency accounts.

Experience
• Experience in Financial and/or Banking services.
• Previous Experience as a Relationship advisor.

If you are interested, please do not hesitate to apply! Either apply direct or reach out at Mohammed.Wasim@tapfin.com