Internal Banking Associate

Knowledge of

·Principles, practices, concepts and procedures of securities based lending, mortgages, cash management, banking and financial markets and products.

·Established organizational policies, strategies and procedures for PCB product offering.

·Proven new business development/origination experience with PCB products.

·Principles and methods for promoting and educating on securities-based lending, margin, mortgages, high net worth lending products.

·Credit products including residential mortgage products, securities-based loans, margin, and high net worth lending products.

·Cash products including cash management accounts, cash sweep offerings and credit card offerings.

Skill in

·Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Exceptional presentation skills.

·Recognizing and understanding the financial needs of all types of clients.

·Interacting with BC, Financial Advisors, associates and clients.

·Providing a high level of client service in the spirit of Raymond James’ Service 1st commitment.

·Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

·Analyzing financial, collateral, trust or business documentation to determine suitability.

·Business development and marketing in order to consistently achieve top revenue results.

·Detail orientation with strong organizational, sales and analytical skills.

·Possess excellent oral and written communication skills. Exceptional presentation skills.

·Good collaboration skills in a team-oriented environment.

·Demonstrate initiative and comfort working in a fast paced environment.

Ability to

·Build strong and productive relationships with BC, Cash/SBL/Mortgage Consultants, FAs, branch managers, clients, product specialists and matrix partners.

·Understand the financial needs of the retail brokerage clientele.

·Maintain poise, presence and professionalism with FAs and their clients in challenging circumstances.

·Demonstrate positive initiative, leadership and comfort working in a fast-paced environment.

·Train FAs/SAs on product and technology enhancements related to business unit

·Meet deadlines while managing BC, FA and client expectations.

·Partner with other functional areas to accomplish objectives.

·Facilitate meetings ensuring that all viewpoints, ideas and problems are addressed.

·Attend to detail while maintaining a big picture orientation.

·Work independently as well as collaboratively within a team environment.

·Articulate reasons behind decisions.

·Clearly communicate regarding decisions, changes, and other relevant information.

·Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.