Private Client Manager Ii
CurrentProvide ongoing relationship management and service to high profile clientsMaintain goodwill and seek opportunities to deepen the business relationshipApply strong critical thinking and problem-solving skills to meet client needsProvide superior service to internal and external clientsResponsible for assisting in the retention and expansion of existing customer relationships through the provision of excellent customer service and communication with the Account ManagerFollow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.Maintain knowledge of all documentation required to open a business account for high profile customers, including auxiliary products that customers may require such as ACH origination, Silvergate Exchange Network (SEN), FX services, etc.Maintain knowledge of technology offerings and act as a subject matter expertMaintain knowledge of wire transfer processes and procedures, both domestic and foreign, including foreign exchange conversion processesEnsure appropriate operating policies and procedures are executedEnsure prompt and appropriate error resolutionResolve client complaints promptly and appropriatelyMaintain comprehensive knowledge of the Bank’s products and servicesDelegate when appropriate, and exercises effective follow-up Meet company and client deadlinesManage workload in a productive mannerMaintain current knowledge of all federal and state laws and regulations, along with the Bank’s policies and proceduresProvide support and insight when escalating a client to Management and/ or BSA during the onboarding process or when a decision to exit a relationship is made.Effectively communicate to Management the options and solutions to rectify urgent customer support issues and avoid significant customer impactRate negotiations (if applicable), waiving fees or charges, NSF, overdraft and general risk management
