Banking Relationship Executive

1 week ago

Mona Vale, New South Wales, Australia Webster Bank Full time

About Webster Bank

Webster Bank is a leading commercial bank that has been serving its clients and communities since 1935. Our focus has always been on putting people first and helping individuals, families, businesses, and our colleagues achieve their financial goals.

Our Values

At Webster Bank, we live by a set of core values that set us apart as a bank and as an employer. These values include:

  • Integrity
  • Collaboration
  • Accountability
  • Agility
  • Respect
  • Excellence

About the Role

This role will play a critical part in the achievement of sales and service goals across multiple banking centers. As a Private Client Relationship Manager, you will be responsible for creating an extraordinary client experience and helping the banking centers you are assigned to achieve their sales objectives.

Key Responsibilities

The primary responsibilities of this role include:

  • Serving as a Single Point of Contact
    • Act as the primary point of contact for a select group of affluent clients using a defined sales process.
  • Driving Deposit Growth and Investment Revenue
    • Develop and maintain a Private Client Banking book of business through an extensive network of business contacts.
    • Manage relationships with affluent clients, prospects, and introduction sources.
  • Core Job Responsibilities
    • Identify and solicit clients using referrals, personal contacts, centers of influence, and existing clients.
    • Achieve growth targets for your assigned book of business across deposits, wealth revenue, and consumer lending.
    • Utilize lead calling lists and track individual and banking center activities and sales achievement on Webster's CRM tool to generate revenue and grow book of business.
    • Develop comprehensive and personalized banking solutions and strategies to meet the needs of clients.
    • Partner with the Consumer Banking, Business Banking, and Wealth Management teams to grow, retain, and deepen client relationships.
    • Build client relationships utilizing methods outlined in our playbooks; responsible for relationship review, problem resolution, presentation of solutions, and interpretation of numbers, trends, and data to make effective decisions.
    • Maximize team profitability by working to enhance sales skills and product knowledge in the banking center.
    • Participate in outside organizations and the community to develop strategic partnerships and alliances; analyze current and future competitors.
    • Ensure compliance with all policies, procedures, and regulatory requirements and manage operational risks.
    • Observe security policies in accessing, securing, and protecting confidential and sensitive client information.

Requirements

The ideal candidate will have:

  • At least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, investments, brokerage, or private client banking.
  • Proficiency in sales and service techniques, including telemarketing, book of business management, prospecting, and networking.
  • Investment sales experience is strongly preferred.
  • FINRA Series 6/7, state registration (including 63, 65, or 66 if required) is strongly preferred. If unlicensed, must be completed within 12 months of starting.
  • Life and Health Licensed.
  • Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Bachelor's degree or equivalent job-related experience.

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