Relationship Manager, Premium Banking

Your responsibilities will include:

• relationship development and expansion of the portfolio, in accordance with specified targets
• act as the main contact for portfolio clients, coordinating the resources and activities of other departments to ensure timely and accurate delivery of products and services
• research and develop client referral sources, initiating contact with prospects to promote and sell the Bank’s products and services, and win new clients and business
• provide regular, clear reporting on portfolio performance
• proactively contact clients to ensure that their banking needs are being met and that they are pleased with the Bank. Focus is on relationship retention and expansion
• provide excellent, professional and friendly customer service and assist colleagues, where possible, to ensure that superior customer service standards are met
• ensure high standards of verbal/written communication
• be conversant with asset management services, credit services and banking services, to identify opportunities, and co-ordinate cross-selling
• assist Personal Lending with booking Credit facilities by interviewing portfolio clients and prospects
• perform any other duties as assigned by Department Head.

About the team

At Butterfield, our Personal Banking team takes the time to get to know each individual customer and fully understand their financial needs. The team offers a variety of products from chequing and saving accounts, to mortgages and personal loans, along with foreign exchange, personal insurance and more. At Butterfield it is our team’s professional approach and core values that allow us to deliver our distinct service to our clients.

Your qualifications and skills include:

• undergraduate degree in finance or related field or equivalent experience
• minimum of 5 years’ experience at a senior level in customer service and /or relationship management in a financial institution
• demonstrated proficiency in oral and written communication skills, including presentations
• ability to establish and maintain excellent working relationships with customers and colleagues
• strong working knowledge of commercial banking products
• ability to multi-task, prioritize and work toward strict deadlines
• must be results oriented and customer service focused
• proficient use of MS Office, Word, Excel and PowerPoint
• must be able to work independently, referring in exceptional circumstances
• Team player with a flexible attitude to work and ability to work to tight deadlines.