Db
Relationship Coordinator
Florida/Miami
Sponsorship not specified$75k-$100kDetected 19 days ago
ExcelResearchCommunicationCollaborationProblem SolvingTime ManagementPublic Speaking
About the role
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
- Educational resources, matching gift and volunteer programs
Responsibilities
- Organize and maintain files, correspondence, and records in accordance with policy; facilitate client directed transactions (including account closures, maintenance, etc)
- Responsible for new client adoptions - Know Your Client (KYC), account opening, etc; manage and drive all Event Driven Reviews and regularly review KYCs to completion
- Provide support to assigned banker(s) in acquisition of new clients and revenue streams; maintain deal pipeline to reflect current prospects, active deals, and revenue estimates
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Organize and maintain files, correspondence, and records in accordance with policy
- manage and drive all Event Driven Reviews and regularly review KYCs to completion
- Provide support to assigned banker(s) in acquisition of new clients and revenue streams
- maintain deal pipeline to reflect current prospects, active deals, and revenue estimates
Skills
- Undergraduate degree, bachelor's degree in finance related field preferred
- Experience in a related field a preference
- Ability to interact effectively with clients, managers, and peers
- Must be fluent in English, Spanish and Portuguese (written and verbal)
- Ability to demonstrate good time management and problem-solving skills by multitasking in a fast-paced environment
- Stable under pressure
- Entrepreneurial and highly motivated
- Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization
- Excellent oral and written communication skills
Compensation
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Benefits
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Company info
- https://careers.db.com/life
- The California Consumer Privacy Act outlines how companies can use personal information.
- We strive for a culture in which we are empowered to excel together every day.
- This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
- Together we share and celebrate the successes of our people.
- Together we are Deutsche Bank Group.
- We welcome applications from all people and promote a positive, fair and inclusive work environment.
- Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.
- Click these links to view
Equal opportunity
- EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
This listing is sourced directly from Db's careers page and normalized into a canonical job model.