Relationship Coordinator

Deutsche Bank; Jacksonville (FL); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work model

Generous vacation and personal days

Wellbeing benefits

Educational resources and employee‑dr术

Job summary

Deutsche Bank in Jacksonville, FL is seeking a Relationship Coordinator to support bankers in maintaining key client relationships and revenue streams. You will be the primary day-to-day client contact, liaising with clients, bankers, and operations to respond to inquiries and prepare presentations.

You will handle KYC processes, assist in acquiring new clients, and drive event-driven reviews while maintaining a robust deal pipeline.

Qualifications

• 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.

Responsibilities

• Provide back-up coverage when bankers are unavailable and follow up on assigned projects.
• Organize and maintain files, correspondence, and records per policy; facilitate client transactions.
• Manage Know Your Client (KYC) processes and account openings; review KYCs to completion.
• Support bankers in acquiring new clients and revenue streams; maintain deal pipeline.

Skills

Related field experience

Interpersonal skills

Oral and written communication

Education

Bachelor's degree in finance related field

Job description

Overview

As a Relationship Coordinator, you will be responsible for providing support to one or more bankers in maintaining key client relationships / revenue streams. You will serve as the primary day-to-day contact for clients. You will act independently as a liaison between clients, bankers, and operations staff, responding to client inquiries in a timely and accurate manner. You will have substantial, direct interaction with clients and prospects, fielding inquiries, doing research, preparing presentations, and executing special requests. You will have a general knowledge of all Private Wealth Management products and services, guidelines and procedures and be able to research account transactions records to resolve discrepancies and answer questions or provide documentation on client activities.

Position Overview

Job Title: Relationship Coordinator

Corporate Title: Analyst - Associate

Location: Jacksonville, FL

ALL ROLES TO BE CONSIDERED

Overview

As a Relationship Coordinator, you will be responsible for providing support to one or more bankers in maintaining key client relationships / revenue streams. You will serve as the primary day-to-day contact for clients. You will act independently as a liaison between clients, bankers, and operations staff, responding to client inquiries in a timely and accurate manner. You will have substantial, direct interaction with clients and prospects, fielding inquiries, doing research, preparing presentations, and executing special requests. You will have a general knowledge of all Private Wealth Management products and services, guidelines and procedures and be able to research account transactions records to resolve discrepancies and answer questions or provide documentation on client activities.

What We Offer You

• 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
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift and volunteer programs

What You’ll Do

• Provide back-up coverage when bankers are unavailable, provide timely and accurate follow-up for assigned projects, serve as primary contact for clients, handle problems before they become significant, and prepare customized reports/summaries as it is needed
• 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

Skills You’ll Need

• 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

Skills That Will Help You Excel

• Ability to set and manage priorities
• Entrepreneurial and highly motivated
• Excellent oral and written communication skills
• Stable under pressure

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Jacksonville, FL office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Jacksonville, Fl is $55,000 to $65,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

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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 "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act".