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Job Description

Summary of the Position:

The Private Bank Deposit Services Specialist position effectively coordinates the end-to-end Private Banking deposit account process and provides exemplary service and support to our clients. This position must partner effectively with the full Sales organization, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position:

+ Assures complete and accurate client data is captured in the deposit application, prepares applicable new account documentation, and follows the deposit process through to completion.

+ Reviews all client account opening documentation for accuracy, with a thorough understanding of all client agreements that pertain to the onboarding of each client type.

+ Works closely with all members of the Private Bank Service Team in supporting client requests.

+ Partners and communicates effectively with Relationship Managers, Internal and External Counsel, Compliance, Financial Advisors, Family Offices, Operations, Clients, and all other authorized parties affiliated with each transaction.

+ Provides a premier client experience across all client engagements.

+ Works closely with other teams within operations and throughout the bank to enhance current processes.

+ Requires the onboarding of Online Banking set-ups for personal and corporate clients, performs maintenance requests, transmission requests, and other miscellaneous services offered by the Bank.

+ Participates effectively in assigned projects.

+ Responsible for ongoing client support with a wide range of Private Banking Deposit accounts.

Education and Experience Requirements:

+ Bachelor’s Degree, or equivalent combination of education and experience

+ Minimum 5 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

Essential Skills and Abilities:

+ Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution

+ Exceptional interpersonal and communication skills

+ Very strong customer service skills

+ Proficiency in Microsoft Office preferred

+ Keen attention to detail and understanding of deposit processing systems

+ Analytical problem-solving capabilities

+ Strong work ethic and ability to be self-directed

+ Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.