Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $44,000.00 - $91,900.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Retirement Plan
Paid Time Off
Professional Development
performance bonuses
Employee wellness programs
Job Description
The hiring organization is a reputable financial institution known for providing personalized and comprehensive banking services to a diverse and discerning clientele. The bank specializes in delivering tailored financial solutions aimed at high-income earners and high-net-worth clients, positioning itself as a leader in private banking and wealth management. With a strong commitment to client satisfaction and superior service, this institution offers a dynamic work environment that promotes collaboration among teams to innovate and enhance client experiences. The company culture emphasizes integrity, professionalism, and the continual development of financial expertise to meet the unique needs of its exclusive customer base.
... Show More
... Show More
Job Requirements
- Four-year college education or equivalent work experience
- Five years banking experience or related work experience including previous lending experience
- Knowledgeable of private banking and bank financial products and services
- Knowledge of deposit and loan products and bank policy
- Knowledge of document preparation and new accounts systems
- Knowledge of negotiable instruments
- Complete understanding of loan security requirements
- 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
- Seven years banking experience or related work experience including previous lending experience for level II
- Minimum ten years experience managing private banking loan portfolio with 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
- Five years banking experience or related work experience including previous lending experience
- Knowledge of private banking bank financial products and services
- Knowledge of deposit and loan products and bank policy
- Knowledge of document preparation and new accounts systems
- Knowledge of negotiable instruments
- Complete understanding of loan security requirements
- Familiarity with state and federal regulations and bank policies relating to credit
- Knowledge of sales principles
- Basic investment strategies for high net worth clients
- Basic estate planning strategies for high net worth clients
- Basic insurance strategies for high net worth clients
- Superior judgment in loan decisions
- Experience dealing with sophisticated clientele
- Experience recognizing and handling troubled loans and problem customers
- Thorough knowledge of loan and deposit debits and credits
- Strong analytical ability
- Advanced interpersonal skills
- Effective verbal and written communication skills
- Proven ability to build relationships
- Customer contact sales and service skills
- Ability to work with others
- Ability to lead others
- Prefer degree in finance accounting insurance business or related field or equivalent experience
- Bank branch experience preferred
- Previous investment experience with 7 63 or 66 and insurance licensure preferred
- Seven years banking experience for Level II
- Minimum ten years managing private banking loan portfolio with proven sales and business development track record for Level III
- Required 7 63 or 66 and insurance licensure for Level III
- Previous investment or trust experience beneficial for Level III
Job Duties
- Coordinate entire credit approval process including loan approval within lending authority for consumer and commercial relationships including partnering with mortgage expert
- Service loan portfolio including credit and collateral exceptions and past dues
- Work with partners to provide deposit solutions and other retail services to meet client needs
- Collaborate with team to provide non-bank solutions such as planning investments insurance and fiduciary services
- Develop new private banking business and promote company services and solutions by calling on potential or existing customers
- Maintain professional community relations including leadership roles to increase visibility and business opportunities
- Provide financial and banking advice and counseling through a team approach to best clients
- Perform additional duties as assigned
- Cross-train lead and develop team of associates to promote productivity engagement succession planning and contribution to organizational goals (Level II and III)
- Provide advice and guidance to subordinate officers on complex credit decisions (Level III)
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
Loading...
We didn't receive the exact location for this job posting,
please contact the employer.