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New Business Officer

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Job ID PB-14286 City Wilmington State Delaware Additional Location: Exempt/Non Exempt Exempt Shift Day Work Schedule M-F, 8-5
Job Details:
NEW BUSINESS OFFICER



WHAT IS THE OPPORTUNITY?

This position is responsible for business and Client On-Boarding. Partners with Business Development to ensure the new account onboarding process flows smoothly resulting in issue free files. Provides a smooth file handoff with Trust Administration and provides ongoing relationship management with advisor and maintain exemplary service levels. Ensure new files are set up on the system correctly



Private Banking Division
As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.



WHAT WILL YOU DO?

  • Assist Business Development Team as needed in sales process
  • Work with Business Development Team, COI’s and Clients to gather necessary paperwork to onboard file
  • Organize and present each opportunity to New Business Committee
  • Assist in the determination of the businesses appropriateness for RBCT
  • Partner with Trust Administration to ensure each new opportunity can be administered without issue
  • Help set expectations around timing and progress of files
  • Ensure fee arrangement is appropriate for the relationship and approved by Head, RBC Trust Delaware when required
  • Ensure investments are appropriate for accounts and RBCT, this includes discussion with investment professionals regarding account allocations and investment types
  • Ensures all Policies & Procedures are followed in a timely manner
  • Assist with the develop of New Business Procedures and Policies as needed
  • Preform all First Line of Defense Compliance reviews and determine if further elevation to Group Compliance is needed
  • Manage risk to ensure all relationships are within RBC’s risk appetite
  • Actively contribute to projects as necessary
  • Provide guidance and mentor other team members
  • Understand RBC vision, as well as support and reinforce targeted behaviors that contribute to RBC goals



WHAT DO YOU NEED TO SUCCEED

Must-Have*

  • Bachelor's Degree in Finance, Accounting, Business or equivalent experience
  • 5+ years financial industry experience with 2 of those years in the fiduciary area
  • Internationally recognized professional qualification (e.g., CFTA, TEP)


Skills and Knowledge

  • Trust business experience and knowledge
  • Investment knowledge and experience
  • Compliance and AML knowledge and experience
  • Excellent interpersonal skills with the ability to establish relationships and effectively interact with all levels of staff and personnel
  • Works well under pressure and meet deadlines
  • Strong communication skills
  • Organized with strong attention to detail
  • Anticipate needs and proactively seek solutions
  • Able to work with different personality types
  • Willingness to seek out advice from Senior staff promptly as appropriate

*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.



INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.



ABOUT CITY NATIONAL

We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish.City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

City National Bank requires all colleagues to be fully vaccinated against COVID-19 to work on-site at any of our locations.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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