Private Banking Officer
4 weeks ago
The Private Banking Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of the group and high net worth clients.
What we can offer youComerica Funded Retirement Plan and 401(K) Matching
Paid Time Off (PTO)
Employee Stock Purchase Plan
Paid Holidays, Floating Cultural Holiday
Medical, Dental, Vision, Life Insurance
Flexible Schedules
Parental Leave and Adoption Assistance programs
Community Volunteer Opportunities
"Top 50 Diversity Company" by Diversity Inc.
Global 100 for Most Sustainable Corporations
Position Responsibilities:
Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest.
Act as the bank's agent with respect to advising the client as to proper loan structure.
Negotiate acceptable terms for the bank and customer simultaneously even when goals conflict.
Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
Accept special project assignments as assigned.
Community Involvement.
Position Qualifications
Bachelor's Degree from an accredited university
Completion of a Commercial Credit Training Program
7 years of experience in commercial or private lending
7 years managing a portfolio of clients
7 years of experience financial sales
Costa Mesa
8:00am - 5:00pm Monday - Friday
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