Private Client Relationship Manager

2 weeks ago

Mona Vale, Australia Webster Bank Full time

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work

This role will play an integral part in the achievement of sales and service goals across multiple banking centers. You will take a lead role in creating an extraordinary client experience and will be responsible for helping the Banking Centers you are assigned to achieve their sales objectives. 

Primary responsibilities include serving as a single point of contact for clients, driving deposit growth, investment revenue and outstanding loan balances for clients in the Mass Affluent segment (Investable assets between $500M and 3MM).

Core Job Responsibilities/Key Activities/Elements:

Act as single point of contact for a select group of affluent clients using the defined sales process. 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. Identify and solicit clients using referrals, personal contacts, centers of influence and existing clients. Achieve growth targets for your assigned book of business across the 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 & strategies to meet the needs of clients. Partner with the Consumer Banking, Business Banking, and Wealth Management 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 in order 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.

Education, Experience, Skills:

At least 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 strongly preferred FINRA Series 6/7, state registration (including 63, 65, or 66 if required) 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.

#LI-MM1

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

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