Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $44,000.00 - $91,900.00
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development assistance
Employee Discounts
performance bonuses
Job Description
This job opportunity is with a prestigious financial institution that specializes in private banking services tailored for high-net-worth and high-income clients. The organization is renowned for delivering personalized financial solutions that include credit, deposit, investment, insurance, and fiduciary services. As a private banking provider, the institution values a team-oriented approach to ensure that their clients receive comprehensive and concierge-style financial management. The culture emphasizes professionalism, client engagement, and the development of long-term banking relationships.
The role of Private Banking Relationship Manager is designed to offer a superior level of hands-on financial services to the bank's most valued customers. These cl... Show More
The role of Private Banking Relationship Manager is designed to offer a superior level of hands-on financial services to the bank's most valued customers. These cl... Show More
Job Requirements
- Four-year college education or equivalent work experience
- 5 years banking experience or related work experience to include previous lending experience
- Knowledgeable of private banking and the bank financial products and services
- Knowledge of deposit and loan products, as well as bank policy
- Knowledge of document preparation and new accounts systems
- Knowledge of negotiable instruments
- Complete understanding of the requirements of properly securing a loan
- Familiar with state and federal regulations and bank policies relating to credit
- Knowledge of sales principles
- Knowledge of basic investment strategies implemented by high net worth clients
- Knowledge of basic estate planning strategies implemented by high net worth clients
- Knowledge of basic insurance strategies implemented by high net worth clients
- Superior judgment in making loan decisions
- Experience dealing with sophisticated clientele
- Experience in recognizing and handling troubled loans and problem customers
- Thorough knowledge and understanding of loan and deposit debits and credits
- Strong analytical ability
- Advanced interpersonal skills
- Must possess effective verbal and written communication skills
- Proven ability to build relationships
- Customer contact and sales and service skills
- Ability to work with others
- Ability to lead the work of others
- Prefer degree in finance, accounting, insurance, business, related field, or equivalent experience
- Bank branch work preferred
- Previous investment experience with 7, 63 or 66, and insurance licensure preferred
- 7 years banking experience or related work experience to include previous lending experience for Level II
- Minimum 10 years experience managing a private banking loan portfolio with a proven track record in sales ability/aptitude and business development for Level III
- Required 7, 63 or 66, and insurance licensure for Level III
- Previous investment or trust experience while not required is considered beneficial for Level III
Job Qualifications
- Four-year college education or equivalent work experience
- 5 years banking experience or related work experience to include previous lending experience
- Knowledgeable of private banking and the bank financial products and services
- Knowledge of deposit and loan products, as well as bank policy
- Knowledge of document preparation and new accounts systems
- Knowledge of negotiable instruments
- Complete understanding of the requirements of properly securing a loan
- Familiar with state and federal regulations and bank policies relating to credit
- Knowledge of sales principles
- Knowledge of basic investment strategies implemented by high net worth clients
- Knowledge of basic estate planning strategies implemented by high net worth clients
- Knowledge of basic insurance strategies implemented by high net worth clients
- Superior judgment in making loan decisions
- Experience dealing with sophisticated clientele
- Experience in recognizing and handling troubled loans and problem customers
- Thorough knowledge and understanding of loan and deposit debits and credits
- Strong analytical ability
- Advanced interpersonal skills
- Must possess effective verbal and written communication skills
- Proven ability to build relationships
- Customer contact and sales and service skills
- Ability to work with others
- Ability to lead the work of others
- Prefer degree in finance, accounting, insurance, business, related field, or equivalent experience
- Bank branch work preferred
- Previous investment experience with 7, 63 or 66, and insurance licensure preferred
- 7 years banking experience or related work experience to include previous lending experience for Level II
- Minimum 10 years experience managing a private banking loan portfolio with a proven track record in sales ability/aptitude and business development for Level III
- Required 7, 63 or 66, and insurance licensure for Level III
- Previous investment or trust experience while not required is considered beneficial for Level III
Job Duties
- Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert
- Services a loan portfolio, including credit and collateral exceptions and past dues
- Work with partners to provide deposit solutions and other retail services to meet the needs of our clients
- Work with team to provide non-bank solutions to meet the clients needs: planning, investments, insurance, and fiduciary services
- Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions
- Maintain professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further professional development
- Provide financial and banking advice and counseling through a team approach to Trustmark's "BEST" clients
- Perform additional duties as assigned
- Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals
- Provide advice and guidance to subordinate officers on complex credit decisions
Job Location
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