Territory Manager responsible for sales growth of BD’s medical products in El Paso and New Mexico territories. Involves training, technical support, and account management for surgeons and medical staff.
About the role
- VP, Relationship Manager responsible for growing and servicing a portfolio in Wealth Management. Deliver consultative client experiences and originate new business through referrals and prospecting.
Responsibilities
- Originate new business through disciplined prospecting, referrals, and relationship reviews
- Manage an assigned portfolio of relationships, including loans and deposit accounts, and provide proactive, holistic support for clients’ financial needs across the relationship
- Deliver timely, accurate, and solution-oriented service across phone, email, digital, and in-person channels
- Coordinate loan origination and closing activities, partnering with internal teams from documentation through funding
- Monitor and resolve account exceptions and past-due activity in accordance with Bank procedures and escalation standards
- Complete and maintain BSA/KYC documentation (including CDD/EDD, as applicable) and perform periodic client profile reviews
- Provide management with regular updates on portfolio performance, pipeline activity, client matters, and risk items
- Travel within your designated market to meet prospective clients and support business development activities
- Participate in bank initiatives
Requirements
- Bachelor’s Degree or equivalent in Business Administration, Accounting or Finance
- 5+ years of banking related experience in product sales and servicing customers in international/wealth management branch operations
- Knowledge of Bank Secrecy Act/AML requirements
- Knowledge of internal bank operations (new accounts, wire transfers, debits/credits) and banking and/or investment products to cross-sell
- Soft Skills: Excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills
- Proficiency with Microsoft 365 and related productivity tools (e.g., Excel, Word, Outlook)
- Preferable work experience in international/private banking branch environment
- Knowledge of the completion of KYC
- Must be able to travel to meet prospective clients within a designated market to support deposit growth and loan production goals
Benefits
- Professional development
- Community/relationship-building activities
- Required training
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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