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Carver Federal Savings Bank · 2 months ago

1st Vice President- Private and Institutional Banking Relationship Manager

Manhattan, NY

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Carver Federal Savings Bank is a federally chartered institution focused on serving middle income and underserved communities in New York City. The Private and Institutional Banking Relationship Manager is responsible for leading and growing the Bank’s Institutional and Private Banking network, focusing on sales planning, business development, and relationship management for clients.

BankingFinanceFinancial ServicesVenture CapitalWealth Management

Responsibilities

Acquire, advise, and retain a portfolio of Institutional and Private Banking clients, working with the broader Lending teams and Retail branch team to ensure achievement of the business performance measures and plan

Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with THE bank’s services/product offerings

Set and implement a business development plan for the line of business, and drive opportunity pipeline with strategic technology, consulting and ensure it's in line with the Caver’s strategic direction

With senior management, set sales targets for the segment

Directly oversee the Cash Management Account support staff

Coordinate and liaise activities with other Retail Banking, Portfolio Management and Lending divisions to provide support and cross selling opportunities between the functions/ departments

Work with senior management and strategic partners to market services specifically targeted at institutional clients, including the Empowering Change Program

Align functional activities and initiatives with the objectives and mission of the Bank

Maintain client activities logs, prepare and review reports and submit periodic MIS reports to senior management regarding Products and Marketing Analytics and the unit's performance

Maintain continuous compliance with the policies, procedures, prevailing practices and regulations pertaining to deposit gathering activities and services promulgated by the respective regulators

Maintain highest standards of professional conduct, ethics, and integrity in the provision of activities in the function

Coordinate with the Department Head Segments, Products and Marketing Analytics to provide timely and accurate information to the external and internal auditors

Collaborate with senior management and Marketing Department in implementation of creative, strategic marketing campaigns

Provide regular reporting to senior management on key metrics related to business growth, sales activities, pipeline and customer retention strategy for institutional and private banking line of business

Grow the business by identifying new sales and business development opportunities which includes,expanding opportunities with lending customers, BAW (bank at work), and cash management sales

Supervise Cash Management Product Specialist

Qualification

Business developmentCash management servicesBanking products knowledgeCRM system proficiencyMicrosoft ExcelVerbal communicationWritten communicationProblem-solving skillsOrganizational skillsSelf-starterMotivational skills