Internal Banking Consultant - RJ Bank

About the Role

Raymond James Bank is hiring a team of Internal Banking Consultants to support nationwide Banking Consultants in achieving Private Client Banking (PCB) sales, growth objectives, and service performance from the Raymond James Bank Home Office. This role focuses on building PCB product awareness, leading training efforts, and ensuring high-quality service in partnership with internal support groups.

Responsibilities

• Partner with Banking Consultants (BC) and Financial Advisors (FA) to provide financial advice, training, and education on private client banking products.
• Act as backup to BCs and assist in scheduling meetings or calls (e.g., face-to-face visits, load balancing).
• Proactively prepare and follow up with FAs and Sales Assistants (SAs) regarding BC branch visits.
• Create client proposals and build relationships to position yourself as a key member of an FA’s and branch management’s team.
• Conduct and complete branch and FA profiles, FA book reviews, and call reports.
• Collaborate with the Banking Consultant to hold regular team meetings with Cash, SBL, and Mortgage Consultants to discuss opportunities and pipeline.
• Establish a reputation for execution and excellence while gaining the confidence of FAs to develop banking solutions for their clients.
• Provide direct or indirect solutions for FA and branch inquiries regarding PCB products and services.
• Understand the competitive landscape and develop strategies to address FA and client needs.
• Create and monitor tasks in Client Relationship Management (CRM) systems.
• Communicate effectively with BCs, FAs, regional management, product partners, Branch Managers, and staff.
• Assist in developing tactical plans and completing special projects as needed.
• Develop and maintain strong relationships across all levels of the organization.
• Perform other duties and responsibilities as assigned.

Requirements

• Knowledge of principles, practices, concepts, and procedures related to securities-based lending, mortgages, cash management, banking, and financial markets/products.
• Understanding of organizational policies, strategies, and procedures for PCB product offerings.
• Proven new business development or origination experience with PCB products.
• Familiarity with principles and methods for promoting and educating on securities-based lending, margin, mortgages, and high-net-worth structured lending products.
• Knowledge of credit products, including residential mortgage products, securities-based loans, margin, and high-net-worth structured lending.
• Understanding of cash products, including cash management accounts, cash sweep offerings, and credit card offerings.

Skills

• Ability to use appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
• Exceptional presentation skills.
• Strong ability to recognize and understand the financial needs of all types of clients.
• Proficiency in interacting with BCs, Financial Advisors, associates, and clients.
• High level of client service in alignment with Raymond James’ Service 1st commitment.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyzing financial, collateral, trust, or business documentation to determine suitability.
• Business development and marketing skills to consistently achieve top revenue results.
• Detail-oriented with strong organizational, sales, and analytical skills.
• Excellent oral and written communication skills.
• Strong collaboration skills in a team-oriented environment.
• Demonstrated initiative and comfort working in a fast-paced environment.

Qualifications

• High School diploma (required).
• 4 to 6 months of general work experience.
• 0 to 3 months of managerial experience.
• Securities Industry Essentials Exam (SIE) certification from FINRA (not required but preferred).

Travel

Less than 25% travel required.

Benefits

This position is eligible for a benefits package that may include:

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retirement savings plans.
• Paid time off, including vacation, holidays, sick leave, and parental leave.

Eligibility for benefits and specific offerings may vary based on position and employment status. For more details, visit Myrjbenefits.com.

Pay

The total compensation for this position includes base salary or wages and may include additional components such as cash or equity incentives, discretionary bonuses, or commissions.