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The Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal & commercial customers (usually $5MM and above). The SRM maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Policies and Procedures.
Responsibilities:
SRM are seasoned professionals. SRMs deliver banking services under a truly personalized model and the largest array of products and strategies to a relatively reduced book of business. Customer needs tend to be sophisticated.
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