The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act as the Bank's subject matter authority. The RBM is tasked with driving a deeper understanding of our products and services among Financial Consultants (F - Cs) in the retail branches as well as with Registered Investment Advisors (RI - As) who use Schwab to custody their clients. What you are good at Serve as a primary business development and sales support resource for all Schwab clients and prospects wi... more details
Regional Banking Manager
Job LocationsUS-CA-Los Angeles | US-CA-Bakersfield | US-CA-Santa Barbara | US-CA-Pasadena | US-CA-San Luis Obispo | US-CA-Santa Monica | US-CA-Thousand Oaks | US-CA-Torrance | US-CA-Fresno
Requisition ID
2023-90700
Posted Date
22 hours ago(3/23/2023 10:18 AM)
Category
Sales & Relationship Management
Salary Range
USD $135000.00 / Year
Position Type
Full time
Your Opportunity
The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act as the Bank’s subject matter authority. The RBM is tasked with driving a deeper understanding of our products and services among Financial Consultants (FCs) in the retail branches as well as with Registered Investment Advisors (RIAs) who use Schwab to custody their clients.
What you are good at
Serve as a primary business development and sales support resource for all Schwab clients and prospects within the territory
Deliver internal field communications, host events with branch and firm partners, participate in client events as keynote speakers, and promote new product/program launches
Have a high frequency of individual FC and RIA meetings to support these groups in assessing, developing, and communicating solutions to clients and prospects
Assist FCs/RIAs in strategic thought to recommend Bank solutions based on goals and parameters outlined by their clients
Provide ongoing feedback to Bank Product Management and Client Experience regarding new products, services, pricing, and marketing support
Engage in client meetings as needed for sophisticated scenarios and consultations
Ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings
Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
Strong internal and external client focus, including ability to think in terms of client experience/perspective
Outstanding public speaking, communication skills
Supervisory Responsibility
The position of Regional Banking Manager carries out no supervisory responsibilities in accordance with the Bank's policies and aligns with all laws, rules, and regulations applicable to the position.
What you have
5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities
In depth financial background in both home lending and asset-based lending with focus on high net worth clients
Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive
Bachelor’s degree is a plus
Active Series 7 and 63/66 licensing required
Current NMLS is preferred
In addition to the salary, this role is also eligible for incentive opportunities.
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Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.
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