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Essential Duties and Responsibilities:

+ Partner with Banking Consultant (BC) and Financial Advisor (FA) to provide sound financial advice, training and education regarding private client banking products.

+ Act as back up to BCs and assist PCB partners in scheduling meetings or calls (e.g. face to face visits, load balancing).

+ Proactively prepare and follow-up with FAs/SAs in relation to BC branch visits. Create client proposals.

+ Build relationships and position as a key member of an FA’s and branch management’s team.

+ Consistently conduct/complete branch and FA profiles, FA book reviews, and call reports.

+ In conjunction with Banking Consultant, conduct regular team meetings with Cash, SBL and Mortgage Consultant(s) (internal) to discuss opportunities and pipeline.

+ Establish a reputation of execution and excellence. Partner with the BC to gain confidence of FAs to fully develop the banking solutions provided to their clients.

+ Offer direct or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services.

+ Understand the competitive landscape and develop strategies to provide solutions to FAs and clients.

+ Create and monitor tasks in Client Relationship Management (CRM).

+ Work with and communicate effectively with BC, FAs, regional management, product partners, Branch Managers and staff.

+ Assist in developing tactical plans and completing special projects as needed.

+ Develops and maintains strong relationships across all levels of the organization.

+ Performs other duties and responsibilities as assigned.

Knowledge of:

+ Principles, practices, concepts and procedures of securities based lending, mortgages, cash management, banking and financial markets and products.

+ Established organizational policies, strategies and procedures for PCB product offering.

+ Proven new business development/origination experience with PCB products.

+ Principles and methods for promoting and educating on securities based lending, margin, mortgages, high net worth structured lending products.

+ Credit products including residential mortgage products, securities based loans, margin, and high net worth structured lending products.

+ Cash products including cash management accounts, cash sweep offerings and credit card offerings.

Skill in:

+ Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Exceptional presentation skills.

+ Recognizing and understanding the financial needs of all types of clients.

+ Interacting with BC, Financial Advisors, associates and clients.

+ Providing a high level of client service in the spirit of Raymond James’ Service 1st commitment.

+ Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

+ Analyzing financial, collateral, trust or business documentation to determine suitability.

+ Business development and marketing in order to consistently achieve top revenue results.

+ Detail orientation with strong organizational, sales and analytical skills.

+ Possess excellent oral and written communication skills. Exceptional presentation skills.

+ Good collaboration skills in a team-oriented environment.

+ Demonstrate initiative and comfort working in a fast paced environment.

Ability to:

+ Build strong and productive relationships with BC, Cash/SBL/Mortgage Consultants, FAs, branch managers, clients, product specialists and matrix partners.

+ Understand the financial needs of the retail brokerage clientele.

+ Maintain poise, presence and professionalism with FAs and their clients in challenging circumstances.

+ Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.

+ Train FAs/SAs on product suite.

+ Meet deadlines while managing BC, FA and client expectations.

+ Partner with other functional areas to accomplish objectives.

+ Facilitate meetings ensuring that all viewpoints, ideas and problems are addressed.

+ Attend to detail while maintaining a big picture orientation.

+ Work independently as well as collaboratively within a team environment.

+ Articulate reasons behind decisions.

+ Clearly communicate regarding decisions, changes, and other relevant information.

+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.

***SIE no required***