Relationship Coordinator - Analyst

Job Title Relationship Coordinator

Corporate Title Analyst

Location New York, NY

Overview

As a Relationship Coordinator, you are responsible for providing support to one or more bankers in maintaining key client relationships/revenue streams, as well as 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 possess a general knowledge of all Private Wealth Management’s products and services including guidelines and procedures and can utilize and navigate the full range of internal resources and systems applications. You will be expected to research account and transaction records to resolve discrepancies, and answer questions or provide documentation on client activities. You will be capable of advising and/or resolving most client service issues, as well as be able to identify cross-sell opportunities and assist with the development of marketing proposals.

What We Offer You

• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• A diverse and inclusive environment that embraces change, innovation, and collaboration
• Educational resources, matching gift, and volunteer programs
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

What You’ll Do

• Responsible for new client adoptions – Know Your Client (KYC), account opening, etc.; manage and drive all Event Driven Review and regularly review KYCs to completion
• Monitor account overdrafts and large transaction activity, identify, and suggest ways to improve current processes, provide support for key business initiatives/projects, and adhere to all regulatory policies and operating procedures
• Prepare client presentations and assist in the design and implementation of marketing proposals; identify cross-sell opportunities through client interaction and inform bankers
• Provide back-up phone 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.)
• 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/bachelor’s degree in a finance related field is preferred
• Series 7 & 63 is recommended
• Experience in related field is preferred

Skills That Will Help You Excel

• Self-starter
• Self-motivated
• Excellent oral and written communication skills

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York, NY 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 New York City is $65K to $100K. 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 renumeration.

Deutsche Bank Values & Diversity

We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

Click these links to view the following notices: EEO is the Law poster and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision

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

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email [email protected] .

Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: "EEO is the Law poster" and supplement ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision .