Job Private Banking Relationship Manager I / II / III

Overview

Provide a concierge delivery of financial services through a superior level of hands-on contact for the best customers of the bank. These clients are high-income earners or high-net-worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.

This position may be filled as a Private Banking Relationship Manager I, II, or III. Additional responsibilities and qualifications apply.

Responsibilities

• Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests
• 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.

Additional Responsibilities for Level II :

Additional Responsibilities for Level III :

Qualifications

Additional Qualifications for Level II :

Additional Qualifications for Level III :

Physical Requirements / Working Conditions : Must be able to sit for long periods of time and use computer keyboard and / or mouse, while viewing computer screens.

Note : This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.