Regional Banking Director IIII job in Los Angeles, CA| Recruit Arrow
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Title
Regional Banking Director IIII
Location : California, Los Angeles
Refer job # KRLV338165
 
Job Responsibilities and Requirements: Responsibilities include: Collaborating across Advisors and Bank N.A to serve our clients on all of their lending and banking needs. Business development around Key products and services that include: Securities Backed lending, Residential Real Estate, HNW Lending, Business Banking, and Commercial Lending. Responsible for building product awareness and educating our Financial Advisors so they can serve their clients lending and banking needs. Building, maintaining and leveraging partnerships across the territory such as Home Mortgage Consultants and Private Bankers. Assisting branch leadership and Financial Advisors with business development and issue resolution. Assisting with complex lending structures by providing advice across the Enterprise. Building relationships with managers to allow for successful adoption of consumer lending and other bank products that meet the needs of Financial Advisors clients. Act as the subject matter expert for all Financial Advisor and Branch inquiries on WFA s lending and banking platform. This position is based in the geographical region that the team member will cover - Newport Beach, Century City, Irvine, Palos Verdes, Seal Beach and surrounding areas. Applicants must currently reside in the regional territory or be willing to relocate with very limited or no financial assistance to be considered for the opportunity. Required Qualifications: 6+ years of experience in one or a combination of the following: business development or financial services consulting Desired Qualifications: Leadership experience 3+ years of brokerage industry experience 3+ years of business development experience 6+ years of financial services experience FINRA registration including Series 63 (or FINRA recognized equivalents) FINRA registration including Series 7 (or FINRA recognized equivalents) Ability to build and deliver innovative, industry leading solutions Customer service focus with the ability to listen to customer needs and recommend solutions Excellent verbal, written, and interpersonal communication skills Knowledge and understanding of business banking: products and services Knowledge and understanding of financial services consumer lending products Strong analytical skills with high attention to detail and accuracy Strong relationship management skills Experience partnering with full-service financial advisors and branch managers on alternative products and service solutions Registration for FINRA Series 63 (or 66) must be completed within 120 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 7 must be completed within 120 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. will initiate the FINRA review process at the time of offer acceptance. Ability to travel up to 50% of the time Job Expectations: Registration for FINRA Series 63 (or 66) must be completed within 120 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 7 must be completed within 120 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. will initiate the FINRA review process at the time of offer acceptance. Ability to travel up to 50% of the time.
 
Contact the Following Recruit Arrow Office:
Los Angeles
202 S Lake Ave, Unit 250
Pasadena, California 91101
Email: jobs@recruitarrow.com
 
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