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VP, Banking Consultant – Northeast
Raymond James. Serve as the initial point of contact for Financial Advisors regarding Private Client Banking lending and cash solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced knowledge of cash solutions, securities based lending, and credit products, with a strong focus on business development and relationship management. Proven ability to analyze financial information, develop marketing strategies, and train Financial Advisors and Sales Assistants effectively.
Highest-signal resume keywords
New Business DevelopmentCash Solutions ExpertiseSecurities Based Lending KnowledgeCredit Analysis SkillsRelationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lending ProductsFinancial AnalysisProduct Marketing StrategiesClient Transaction SolutionsCredit Products Knowledge
Soft Skills
Organizational SkillsAnalytical SkillsOral CommunicationWritten CommunicationPresentation Skills
Tools & Technologies
Internal Banking ConsultantsBranch Management Systems
Certifications & Qualifications
SIENMLSSeries 7Series 63Series 66
Industry Keywords
Private Client BankingFinancial AdvisorsHigh Net Worth ClientsBanking ProductsFinancial Markets
About the role
Key responsibilities & impact- Serve as the initial point of contact for Financial Advisors regarding Private Client Banking lending and cash solutions
- Conduct branch visits, branch/Financial Advisor profiles, Financial Advisor book reviews, and call reports
- Partner with Financial Advisors to provide advice on Private Client Banking products to clients
- Build product awareness among Financial Advisors and Sales Assistants
- Develop and maintain a pipeline to meet loan production and growth goals
- Lead marketing, training, and education efforts for Financial Advisors and Sales Assistants
- Partner with home office product teams on Cash Solutions, Mortgages, Securities Based Lending, Margin, and Structured Lending
- Attend regional conferences and meetings on behalf of RJ Bank
- Analyze the competitive landscape and develop solution strategies
- Develop and implement product marketing strategies with Branch Management and Financial Advisor teams
- Coordinate with Internal Banking Consultants, branch staff, product partners, and operations
- Conduct regular meetings with internal Private Client Banking product fulfillment partners
- Influence strategic direction, develop tactical plans, and complete complex assignments
- Develop and present client transaction solutions and constructive alternatives
- Maintain strong relationships across all organizational levels
- Perform other assigned duties
Requirements
What you’ll need- 6 to 10 years of general experience
- Proven new business development/origination experience with lending products
- Advanced knowledge of cash solutions, securities based lending including Margin, mortgages, and structured lending
- Expert knowledge of credit products, including residential mortgage products, securities based loans, and high net worth structured lending products
- Knowledge of banking and financial markets and products
- Excellent business development and marketing skills
- Ability to analyze financial/collateral information and determine creditworthiness
- Strong organizational, analytical, oral, written communication, and presentation skills
- Ability to build relationships with Financial Advisors, branch managers, clients, product partners, and Internal Banking Consultants
- Ability to train Financial Advisors and Sales Assistants on the product suite
- Ability to manage multiple tasks and changing priorities in a fast-paced environment
- SIE required unless an exemption or grandfathering applies
- NMLS required
- Series 7 and Series 63 or 66 preferred
- Completion of formal credit training strongly preferred
- Bachelor’s degree in Business Administration or Marketing
Benefits
Comp & perks- Medical, dental, and vision benefits
- Life insurance
- Critical illness insurance
- Accident insurance
- Disability benefits
- Retirement savings
- Paid time off, including vacation, holidays, and sick leave
- Parental leave
- Additional compensation may include cash or equity, discretionary bonuses, or commissions