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Jobs · Finance · Florida

Relationship Coordinator

Deutsche Bank · Miami, FL · 2 wk ago
HybridFinance$75k–$100k/yrFull-time

About the role

A relationship coordinator supports bankers in maintaining key client relationships and revenue streams. They serve as the primary point of contact for clients, handling inquiries, researching, preparing presentations, and executing special requests.

Responsibilities

  • Provide back-up coverage when bankers are unavailable
  • Follow up on assigned projects in a timely manner
  • Act as the primary contact for clients
  • Handle client inquiries and issues before they escalate
  • Prepare customized reports and summaries as needed
  • Organize and maintain files, correspondence, and records
  • Facilitate client-directed transactions such as account closures and maintenance
  • Support the acquisition of new clients and revenue streams
  • Maintain deal pipelines and regularly review Know Your Customer (KYC) documents

Requirements

  • Undergraduate degree in finance-related field preferred
  • Experience in a related field a plus
  • Fluent in English, Spanish, and Portuguese (written and verbal)
  • Good time management and problem-solving skills
  • Ability to work in a fast-paced environment
  • Stable under pressure
  • Entrepreneurial and highly motivated
  • Excellent teamwork skills
  • Excellent oral and written communication skills

Qualifications

The Bank expects employees to work in the New York office according to its hybrid working model. Deutsche Bank offers reasonable accommodations for employees with disabilities and religious needs.

Skills

  • Fluency in English, Spanish, and Portuguese
  • Good time management and problem-solving skills
  • Ability to multitask in a fast-paced environment
  • Stable under pressure
  • Entrepreneurial and highly motivated
  • Excellent teamwork skills
  • Excellent oral and written communication skills

Benefits

Deutsche Bank offers competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits. The company also provides educational resources, matching gift and volunteer programs. For more information on benefits, visit here.

Pay

The salary range for this position in Miami, Florida is $75,000 to $100,000. Actual salaries may vary based on a variety of factors including skill set, experience, education, work location, and other qualifications.

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