BBF Wealth
Director, Corporate Deposits - RJ Bank page is loaded## Director, Corporate Deposits - RJ Banklocations:
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 25 Days Agojob requisition id:
R-0008505**Job Description Summary**Initiate and develop new deposit relationships through Financial Advisors and other professionals within the RJ affiliated entities. Actively partner with Corporate Bankers and Banking Consultants to expand and retain targeted customer relationships. Responsible for achieving target deposit goals by performing the following duties.**Job Description****Responsibilities:*** Contribute to Raymond James Bank success in achieving its annual sales & revenue plans by carrying out targeted deposit generating strategies.* Develop sales scripts to effectively offer the products and teach the sales force how to position the products through deal flow.* Actively prospect new deposit relationships with C-Suite Executives at small to middle market companies by partnering with Banking professionals.* Work closely with PCG Cash Solutions team to coordinate sales efforts around campaigns.* Penetrate existing client relationships.* Lead client meetings and create client proposals.* Act as SME and provide guidance on corporate deposit related issues to Banking professionals and clients.* Resolve client requests and/or issues independently.* Provide insight into new banking products and solutions and provide guidance around competitiveness.* Prepare documentation and follow through for proper booking of sales credit, etc.* Maintain reporting and results tracking to provide insight into corporate deposit product sales and growth.* Maintain pricing exception reporting and expirations.* Present to senior management regarding deposit opportunities.* Attend and present at conferences as needed.* Collaborate with appropriate RJF stakeholders.* Ad-hoc projects as assigned by management.**Qualifications:*** Bachelor’s degree in Finance, Accounting, Management, Marketing or 10+ years equivalent work experience in lieu of degree.* Minimum of 10 years of sales/financial services experience.* Masterful at relationship building and business development with strong influential and decision-making skills* Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services* Excellent communication skills with all levels of external and internal clients* Very strong written and verbal communication skills.**\*\*\*SIE not required\*\*\*****Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Marketing**Work Experience**General Experience – 10 to 15 years**Certifications**Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-AT1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr
Saint Petersburg, Florida - United Statestime type:
Full timeposted on:
Posted 25 Days Agojob requisition id:
R-0008505**Job Description Summary**Initiate and develop new deposit relationships through Financial Advisors and other professionals within the RJ affiliated entities. Actively partner with Corporate Bankers and Banking Consultants to expand and retain targeted customer relationships. Responsible for achieving target deposit goals by performing the following duties.**Job Description****Responsibilities:*** Contribute to Raymond James Bank success in achieving its annual sales & revenue plans by carrying out targeted deposit generating strategies.* Develop sales scripts to effectively offer the products and teach the sales force how to position the products through deal flow.* Actively prospect new deposit relationships with C-Suite Executives at small to middle market companies by partnering with Banking professionals.* Work closely with PCG Cash Solutions team to coordinate sales efforts around campaigns.* Penetrate existing client relationships.* Lead client meetings and create client proposals.* Act as SME and provide guidance on corporate deposit related issues to Banking professionals and clients.* Resolve client requests and/or issues independently.* Provide insight into new banking products and solutions and provide guidance around competitiveness.* Prepare documentation and follow through for proper booking of sales credit, etc.* Maintain reporting and results tracking to provide insight into corporate deposit product sales and growth.* Maintain pricing exception reporting and expirations.* Present to senior management regarding deposit opportunities.* Attend and present at conferences as needed.* Collaborate with appropriate RJF stakeholders.* Ad-hoc projects as assigned by management.**Qualifications:*** Bachelor’s degree in Finance, Accounting, Management, Marketing or 10+ years equivalent work experience in lieu of degree.* Minimum of 10 years of sales/financial services experience.* Masterful at relationship building and business development with strong influential and decision-making skills* Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services* Excellent communication skills with all levels of external and internal clients* Very strong written and verbal communication skills.**\*\*\*SIE not required\*\*\*****Education**Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, Bachelor’s: Marketing**Work Experience**General Experience – 10 to 15 years**Certifications**Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)**Travel**Less than 25%**Workstyle**HybridAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
•
Grow professionally and inspire others to do the same
•
Work with and through others to achieve desired outcomes
•
Make prompt, pragmatic choices and act with the client in mind
•
Take ownership and hold themselves and others accountable for delivering results that matter
•
Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-AT1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our . Check it out to see why many choose to work at Raymond James – and why they stay. #J-18808-Ljbffr