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Relationship Coordinator - Assistant Vice President

Relationship Coordinator - Assistant Vice President

Deutsche BankLos Angeles, CA, US
12 days ago
Job type
  • Full-time
Job description

Job Title : Relationship Coordinator

Corporate Title : Assistant Vice President

Location : Los Angeles, CA

Overview

As a Relationship Coordinator you will be responsible for providing support to one or more bankers in maintaining key client relationships / revenue streams. You will serve as the primary day-to-day contact for clients and act independently as a liaison between clients, bankers, and operations staff, responding to client inquiries in a timely and accurate manner. You will have substantial, direct interaction with clients and prospects, fielding inquiries, doing research, preparing presentations, and executing special requests.

You will possess a general knowledge of all Private Wealth Management's products and services including guidelines and procedures and have the ability to utilize and navigate the full range of internal resources and systems applications; you will research account and transaction records to resolve discrepancies, and answer questions, or provide documentation on client activities. You will be capable of advising and / or resolving most client service issues as well as identifying cross-sell opportunities and assist with the development of marketing proposals.

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  • Educational resources, matching gift, and volunteer programs

What You'll Do

  • Provide back-up phone coverage when bankers are unavailable. Organize and maintain files, correspondence, and records in accordance with policy. Provide timely and accurate follow-up for assigned projects
  • Serve as primary contact for clients. Responsible for new client adoptions KYC, account opening, etc. Manage and drive all EDRs and Regular Review KYCs to completion.
  • Facilitate client directed transactions including account closures, maintenance, etc. Monitor account overdrafts and large transaction activity. Handle problems before they become significant
  • Prepare customized reports / summaries as needed. Identify and suggest ways to improve current processes. Provide support for key business initiatives / projects. Adhere to all regulatory policies and operating procedures
  • Provide support to assigned banker(s) in acquisition of new clients and revenue streams. Prepare client presentations and assist in the design and implementation of marketing proposals
  • Identify cross-sell opportunities through client interaction and inform banker. Maintain deal pipeline to reflect current prospects, active deals, and revenue estimates

    • Skills You'll Need

  • Undergraduate degree; bachelor's degree in a finance related field preferred
  • Experience in related field a preference
  • Series 7 & 63 recommended

    • Skills That Will Help You Excel

  • Entrepreneurial and highly motivated
  • Professional and articulate. Excellent oral and written communication skills. Ability to interact effectively with clients, managers, and peers
  • Stable under pressure
  • Respects rules and regulations
  • Ability to set and manage priorities

    • Expectations

    It is the Bank's expectation that employees hired into this role will work in the Los Angeles, CA office in accordance with the Bank's hybrid working model.

    Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and / or religion.

    The salary range for this position in California is $90,000 to $140,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

    We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

    Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

    We welcome applications from all people and promote a positive, fair and inclusive work environment.

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