Requirements
Minimum of 5 years of private banking, retail, consumer and / or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and / or brokerage experience.
Bachelors’ Degree in Business, Finance or Accounting is preferred.
Formal credit training is preferred.
Series 7 and 66 license is a plus.
Job Description
SUMMARY :
In this position, you will be responsible for providing full-service banking to high-net-worth individuals.
CUSTOMER SERVICE SKILLS :
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS :
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Strong relationship management and business development skills.
Excellent team player.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
Meet the credit and depository needs of high-net-worth customers.
Call on current customers and prospects to develop new business by promoting bank services and products.
Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.
Represent the bank in civic, community, and industry function to network and develop additional business.
Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.
Assist less experienced staff with complex accounts and relationships (mentoring).
OTHER REQUIREMENTS :
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.
You will also be expected to complete all assigned compliance training in a timely manner.
Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines.
Working knowledge of account opening policies and procedures.
Understanding of regulatory guidelines.
Working knowledge of the loan application and loan approval process.
Working knowledge of credit analysis and lending functions.
Knowledge of financial ratios and business principles.
Knowledge of financial planning.
Familiarity with fiduciary principles and prudent investing concepts.
Basic knowledge of income, estate and gift tax principles.
Candidate with ties to the area or knowledge of the local market (preferred).
Proficiency in Microsoft Office products including Word, Excel and Outlook.
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