Relationship Manager will be required to collect, assess and maintain corporate documents that will support a solid, safe and sound relationship between customers/businesses and Safe Harbor. Relationship Manager will evaluate the documents for concerns and issues that will place Safe Harbor and its assets in harm’s way, clear issues and ensure mitigating strategies exist within the business to protect Safe Harbor clients. Relationship Manager will be expected to provide service at a private Relationship Manager level that will exceed the normal banking relationship in the market; ensuring a long-term loyal client relationship. Relationship Manager is expected to KNOW the client's business thoroughly and speak to their growth plans, changes in their environment, regulatory conditions and their basic service needs that will assist them in optimal performance while protecting our interests and avoiding legal/regulatory issues surfacing at Safe Harbor.

Position Duties:

Client Service – Inbound Calls and Emails

Serve as the primary point of contact for clients via phone and email, providing timely and accurate responses to inquiries.

Resolve client issues efficiently while maintaining a high standard of professionalism and customer service.

Document interactions and follow up on client requests to ensure resolution and satisfaction.

Cross Selling Services

Actively identify and recommend additional products or services that meet client needs.

Engage clients to uncover opportunities and promote relevant solutions.

Coordinate with internal teams to implement new services and ensure a seamless client experience.

Validations, Monitoring, and ANC Analysis

Perform regular validations and monitoring tasks to ensure accuracy and compliance with internal policies.

Conduct ANC (Account, Name, Customer) analysis to identify potential discrepancies, unusual activity, or compliance risks.

Escalate findings appropriately and maintain thorough records for internal review.

Incoming Wires and Document Handling

Review and process incoming wire transfers, ensuring accuracy and adherence to operational procedures.

Collect and verify all required documentation for transactions and account activity.

Maintain organized records of wire transactions and supporting documentation.

New Account Opening – Front Office Checklist Items

Complete all checklist items for new account openings, ensuring compliance with internal procedures.

Assist clients in gathering required documentation and provide guidance through the account opening process.

Coordinate with internal teams to resolve any issues during the onboarding process.

Wire Processing

Enter and process wire transactions accurately in associated software according to established procedures.

Verify transaction details and documentation before execution to minimize errors and ensure compliance.

Wire Document Collection and Client Communication

Collect and verify necessary wire documentation from clients, ensuring all regulatory and internal requirements are met.

Communicate proactively with clients regarding documentation needs or transaction status updates.

Onsite Support

Assist with onsite client visits or audits, providing operational support and ensuring all procedures are followed.

Support internal teams during onsite reviews by providing necessary documentation and insights into processes.

Requirements

Qualifications

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