Job Overview
Compensation
Type:
Salary
Rate:
Range $44,000.00 - $91,900.00
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Training and Development
career advancement
Paid holidays
Job Description
This job opportunity is with a reputable financial institution known for delivering personalized, concierge-level financial services to its most valued clients. The bank specializes in serving high-income earners and high-net-worth individuals, offering tailored credit, deposit, investment, insurance, and fiduciary solutions. Through a collaborative team dynamic, the institution aims to provide an unparalleled service experience for its clients, ensuring their financial needs are met with precision and expertise. As a distinguished player in the private banking sector, the bank is committed to fostering long-term relationships built on trust, discretion, and comprehensive financial management. The institution prides itself on its ability to... Show More
Job Requirements
- Four-year college education or equivalent work experience
- Five years banking experience or related work experience including previous lending experience
- Knowledge of Private Banking and 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 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
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 and 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 requirements of properly securing a loan
- Familiarity 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
- 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
- Preferred 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
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 call on potential or existing customers to promote company services and solutions
- Maintain professional community relations including leadership roles to increase bank visibility and new business opportunities
- Provide financial and banking advice and counseling through a team approach
- Perform additional duties as assigned
- Cross-train lead and develop team of associates to promote maximum productivity engagement succession planning and contribution to strategic goals
- Provide advice and guidance to subordinate officers on complex credit decisions
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
We didn't receive the exact location for this job posting,
please contact the employer.
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