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
Paid Time Off
Retirement Plan
Professional development opportunities
performance bonuses
Employee wellness programs
Job Description
The hiring company is a prominent financial institution dedicated to providing exceptional banking services to high-income earners and high-net-worth individuals. This bank is known for delivering personalized financial solutions tailored to the unique needs of its clientele, including customized credit, deposit, investment, insurance, and fiduciary services. The establishment takes pride in fostering strong client relationships through hands-on contact and a superior level of personalized service. As part of a dynamic team environment, the bank constantly innovates and adapts its offerings to meet evolving market demands and client expectations, ensuring that its clients receive the most relevant and comprehensive financial advice... Show More
Job Requirements
- Four-year college education or equivalent work experience
- 5 years banking experience or related work experience with 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 securing a loan
- Familiarity with state and federal regulations and bank policies on credit
- Knowledge of sales principles
- Knowledge of basic investment estate planning and insurance strategies for high net worth clients
- Superior judgment in loan decisions
- Experience with sophisticated clientele
- Experience 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 and sales and service skills
- Ability to work with others
- Ability to lead others
- Preferred degree in finance accounting insurance business or 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 for Level II
- Minimum 10 years managing private banking loan portfolio for Level III
- Required 7 63 or 66 and insurance licensure for Level III
- Previous investment or trust experience beneficial
Job Qualifications
- Four-year college education or equivalent work experience
- 5 years banking experience or related work experience including lending experience
- Knowledgeable of private banking and bank financial products and services
- Knowledge of deposit and loan products and bank policy
- Familiarity with document preparation and new accounts systems
- Knowledge of negotiable instruments
- Understanding of requirements for properly securing a loan
- Familiar with state and federal regulations and bank credit policies
- Knowledge of sales principles
- Basic investment strategies used by high net worth clients
- Basic estate planning strategies used by high net worth clients
- Basic insurance strategies used by high net worth clients
- Superior judgment in loan decisions
- Experience with sophisticated clientele
- Experience handling troubled loans and problem customers
- Thorough knowledge of loan and deposit debits and credits
- Strong analytical skills
- Advanced interpersonal skills
- Effective verbal and written communication skills
- Proven relationship-building ability
- Customer contact and sales skills
- Ability to work collaboratively
- Ability to lead others
- Preferred degree in finance accounting insurance business or related field or equivalent experience
- Bank branch work preferred
- Previous investment experience with 7 63 or 66 and insurance licensure preferred
- For Level II 7 years banking experience with lending experience
- For Level III minimum 10 years managing private banking loan portfolio with proven sales and business development skills
- Required 7 63 or 66 and insurance licensure
- Investment or trust experience beneficial
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 clients' needs
- Collaborate with team to provide non-bank solutions including planning investments insurance and fiduciary services
- Develop new private banking business and call on potential or existing customers to promote company services
- 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 top clients
- Perform additional duties as assigned
- Cross-train lead and develop team of associates to promote productivity engagement succession planning and strategic goals for Level II and III
- Provide advice and guidance to subordinate officers on complex credit decisions for Level III
Job Qualifications
Experience
Expert Level (7+ years)
Job Location
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