Private Banker Job Description
The Senior Private Banker is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and / or credit secured which have the highest visibility and are the most complex in nature.
Handles the largest, most profitable customer relationships within the department.
Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families.
This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.
Team Culture
We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.
Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors. Your manager will be there for you and help guide your success.
How You'll Spend Your Time
- You will use your business savvy to identify new prospects and develop new business.
- You’ll use your product / service knowledge to determine what our clients need to enhance their private wealth strategy.
- You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance.
- You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
Audit / SOX / Internal Controls,BANK - Credit,Commercial Lending,Specialty Lending
Education & Experience Requirements
- Bachelor's degree in Business, Finance, Economics or Accounting
- Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives.
A working knowledge of trust and investments is a plus.
- Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
- Demonstrated sales and marketing abilities.
- Strong interpersonal, verbal, and written communication skills
- Candidates for this position must possess a minimum of 5 years’ experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment.
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