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.
• 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