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Job description
Essential Duties and Responsibilities:
nnnInitial point of contact for FAs regarding PCB lending and cash solutions for assigned territory.
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nnConsistently conduct/complete branch visits, branch/FA profiles, FA book reviews and call reports.
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nnPartner with FAs to provide sound financial advice regarding PCB products to clients.
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nnBuild PCB product awareness and understanding among FAs and Sales Assistants (SAs), with emphasis on the high opportunity FA teams.
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nnBuild, promote, market and maintain an adequate pipeline of opportunities to meet loan production and growth goals.
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nnEstablish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking solutions with their clients.
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nnLead marketing, training and education efforts in conjunction with IBCs for FAs and SAs in assigned territory.
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nnPartner with the home office product partners for execution of Cash Solutions, Mortgages, SBLs, Margin, and Structured Lending.
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nnAttend conferences, meetings for/in regions on behalf of RJ Bank.
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nnUnderstand competitive landscape and develop strategies to provide solutions to FAs and clients.
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nnDevelop and implement product marketing strategies with Branch Management and FA team.
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nnWork with and communicate effectively with IBCs, FAs, branch managers, branch staff and product partners.
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nnConduct regular team meetings with internal PCB product fulfillment partners.
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nnInfluence strategic direction, develop tactical plans and complete difficult assignments with substantial latitude for decisions and actions
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nnDevelop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
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nnDevelop and maintain strong relationships across all levels of the organization.
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nnPerform other duties and responsibilities as assigned.
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n nKnowledge of:
nnnAdvanced principles, practices, concepts and procedures of cash solutions, securities based lending (including Margin), mortgages, and structured lending; banking and financial markets and products.
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nnEstablished organizational policies, strategies and procedures for PCB product offering.
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nnProven new business development /origination experience with lending products is required.
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nnPrinciples and methods for promoting and educating on securities based lending, margin, mortgages, structured lending and cash management.
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nnExpert knowledge of credit products including, residential mortgage products, securities based loans, and high net worth structured lending products.
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n nSkill in:
nnnUsing appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
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nnRecognizing and understanding the financial needs of all types of clients.
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nnClosely interact with IBCs, FAs, clients and associates to provide high level of service.
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nnProviding a high level of client service in the spirit of Raymond James' Service 1st commitment. Possess excellent business development and marketing skills and desire to consistently achieve top revenue results.
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nnPossess excellent business development and marketing skills and desire to consistently achieve top revenue results.
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nnMaintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances.
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nnOperating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
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nnAnalyzing financial/collateral information and determining credit worthiness.
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nnPreparing management reports.
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nnDemonstrate positive initiative, leadership and comfort working in a fast paced environment.
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nnDetail orientation with strong organizational and analytical skills.
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nnPossess excellent oral and written communication skills. Exceptional presentation skills.
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nnGood collaboration skills in a team-oriented environment.
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n nAbility to:
nnnBuild strong and productive relationships with FAs, branch managers, clients, product partners and IBCs.
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nnUnderstand the financial needs of the retail brokerage clientele.
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nnEfficiently, tactfully and professionally screen, manage and/or decline transactions while maintaining FA and client relationships.
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nnTrain FAs and SAs on product suite.
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nnMeet deadlines and manage FA and client expectations.
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nnPartner with other functional areas and IBC to accomplish objectives.
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nnFacilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
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nnAttend to detail while maintaining a big picture orientation.
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nnWork independently as well as collaboratively within a team environment.
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nnArticulate reasons behind decisions.
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nnClearly communicate regarding decisions, changes, and other relevant information.
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nnOrganize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
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nnMake recommendations for initiating changes to policies and procedures.
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n nLicenses/Certifications:
nnnSIE required provided that an exemption or grandfathering cannot be applied.
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nnSeries 7, 63 (or 66) preferred.
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nnCompletion of formal credit training strongly preferred.
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nnNMLS required
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.