AVP, Private Banking -Lending

Step into the world of high net-worth banking as Assistant Vice President of Private Banking at Dollar Bank. In this role, you will have the chance to create and manage a diverse portfolio of loans and deposit products delivering exceptional financial solutions tailored to each individual’s unique needs.

As a trusted partner, you will work closely with a team of financial experts to provide top-notch service and make a lasting impact on your clients' financial futures.

But this isn't your average lending position - what sets the Private Banking department apart is our commitment to delivering unparalleled experiences.

This role requires a sharp eye for detail and a passion for delivering excellent client experiences. Are you ready to join a dynamic, forward-thinking team at the forefront of the banking industry?

Apply now and discover what makes Dollar Bank a unique place to work.

Required Qualifications :

• Bachelor’s degree in finance or related field, or commensurate experience.
• Three (3) years of lending experience in private banking, consumer lending, mortgage origination, business banking, or commercial lending with a demonstrated history of sourcing new business opportunities.
• Must have ability to manage a portfolio of client relationships including growth, retention, and expansion.
• Understanding of legal and regulatory issues associated with the lending function, as well as documentation requirements.
• Must possess strong analytical, organizational, and customer service skills.
• Exceptional oral and written communication skills.
• Proficiency in computer skills including Microsoft Word & Excel.
• Must have excellent interpersonal skills and be a team player.
• A valid driver’s license and access to a reliable vehicle.
• Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.

Preferred Qualifications :

• Understanding of collateral, valuation, perfections, and liquidation.
• Credit / underwriting experience.

Principal Activities and Duties :

• Source and develop new client relationships to include loans and deposits.
• Gather financial information and underwrite loan proposals.
• Present credit proposals to division head and credit committees for approval.
• Administer and maintain loan portfolio.
• Meet annual loan production and growth goals plus associated deposit account goals.
• Maintain high credit standards to ensure that the highest levels of the portfolio quality are achieved.
• Ensure that proper and complete loan documentation is prepared and executed, and that security conformity with loan covenants, collateral advance ratios and other conditions.
• As necessary, manage workouts, ensuring maximum preservation of principal for the Bank.
• Refer business to other asset areas of Dollar Bank to include, but not limit to : Corporate Banking, Treasury Management, Business Banking and Commercial Real Estate.
• Represent Dollar Bank in professional associations and community functions to develop new business relationships.
30+ days ago