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About the role
Key responsibilities & impact- Manage Private Banking relationships for high-net-worth individuals
- Develop new relationships involving sale and servicing of credit, deposit and wealth management services
- Attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit and deposit products
- Serve as the primary liaison to internal partners in the Commercial and Consumer divisions
- Call on prospective clients and professional service providers to develop new relationships
- Interview customers and prospects to assess financial needs and decisions on loans
- Serve as Co-Advisor with in-house Investment Advisors for professional money management services
- Keep abreast of regulatory, economic, and financial market trends
- Actively participate in community functions and expand knowledge in Private Banking and wealth management services
Requirements
What you’ll need- A Bachelor’s Degree is required, preferably in a Finance related field
- CFP, CTFA, MBA, JD or similar designation preferred
- Must have a minimum of 10 years of lending, Private Banking, or wealth management experience
- Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan and deposit products
- Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers
- Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals
- Must be self-motivated, and able to work with minimal supervision
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills
- Must have excellent listening and presentation skills
- Must have an excellent problem solving ability.
Benefits
Comp & perks- medical, dental, and vision coverage
- a 401(k) plan
- life, accident, and disability insurance
- flexible spending accounts (FSAs)
- health savings accounts (HSAs)
- wellness programs
- paid parental leave
- military leave
- vacation and other paid time off
- sick leave in accordance with applicable state laws
- paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
lendingPrivate Bankingwealth managementfinancial conceptsinvestment conceptsfiduciary conceptscommercial loansconsumer loansdeposit productsfinancial market trends
Soft Skills
results orientedsales aptitudeself-motivatedinterpersonal skillsorganizational skillsclient service skillswritten communication skillsoral communication skillslistening skillspresentation skills
Certifications
CFPCTFAMBAJD