Private Banking Relationship Manager

8 hours ago

Provo UT United States Zions First National Bank Full time
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for aPrivate Banking Relationship ManagerinProvo, UT. This role acts as the principal account and relationship manager for high net-worth clients. Private Banking brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients. The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting each of our client's most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients. Ideal candidates will have these skills and experience :
  • Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.
  • Focus on generating, managing, and servicing high net-worth/affluent clients.
  • Responsible for generating, retaining, and expanding business in all the following areas:
  • Loan and deposit products, wealth management
  • Wealth management services including Investment, trust, and insurance referrals,
  • Commercial loans, consumer loans, and treasury services.
  • Responsible for credit analysis and proper loan structuring.
  • Responsible to maintain a high level of client satisfaction.
  • Sources and develops new client leads through existing clients and referrals from other bank departments and divisions.
  • Willingness to build strong partnerships with all divisions inside the bank.
  • Calls on existing relationships to review portfolios and makes recommendations for exclusive private banking products.
  • Takes on additional responsibilities as needed to ensure the success and profitability of the team and the bank. Qualifications :
    • Requires a bachelor's degree and 4+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
    • Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services.
    • Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment.
    • Ability to display sound judgment in complicated client situations.
    • Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills.
    • Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients.
    • Strong interpersonal and communication skills, both verbal and written.
    • Commitment to a high degree of service quality while acting as a trusted advisor.
    • Intermediate computer skills including the MS Office Suite. Benefits:
      • Medical, Dental and Vision Insurance - START DAY ONE
      • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
      • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
      • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
      • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
      • Mental health benefits including coaching and therapy sessions
      • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

  • Sr. Private Banking Relationship Manager

    3 weeks ago

    Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Private Client Relationship Manager

    3 days ago

    Hingham, MA, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...

  • Senior Relationship Manager

    3 days ago

    Pasadena, CA, United States East West Bank Full time

    OverviewEast West Bank is currently seeking a Relationship Manager for our Private Equity business in the Western U.S. This individual will work with the Managing Director and other relationship team members in sourcing new business, structuring and underwriting loans, and managing relationships with a variety of private capital firms.As an East West Bank...

  • Private Client Relationship Manager

    1 day ago

    New Bedford, MA, United States Citizens Full time

    Job DescriptionDescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, helping them with short- and...

  • Senior Relationship Manager

    2 days ago

    New York, NY, United States East West Bank Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Business Banking Relationship Manager

    2 weeks ago

    , MD, United States M & T Bank Full time

    Job Summary:We are seeking a highly skilled Business Banking Relationship Manager to join our team at M&T Bank. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with small business clients, soliciting new business, and managing risk and credit decisions.Key Responsibilities:Develop new...

  • Community Banking Relationship Manager

    2 weeks ago

    Caldwell, ID, United States Zions First National Bank Full time

    Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year...

  • Business Banking Relationship Manager

    3 weeks ago

    , OH, United States PNC Full time

    Job Title: Business Banking Relationship ManagerPNC is seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our Business Banking organization, you will be responsible for building and maintaining strong relationships with our business clients, providing them with tailored financial solutions to meet their unique...

  • Senior Private Banking Relationship Manager

    1 week ago

    Boca Raton, FL, United States First Horizon Bank Full time

    Location: On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FLSummaryAs a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and...

  • Commercial Banking Relationship Manager

    4 days ago

    Seattle, WA, United States East West Bank Full time

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Commercial Banking Senior Relationship Manager

    3 weeks ago

    , WI, United States Wintrust Financial Full time

    Wintrust Financial is seeking a dynamic and experienced Commercial Banking Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will play a key role in managing and growing a portfolio of commercial banking customers, expanding existing relationships, and developing new business opportunities. This position offers competitive...

  • Business Development Officer

    7 days ago

    Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Corporate Banking Relationship Manager III

    7 days ago

    Plantation, FL, United States Amerant Bank Full time

    The Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Responsibilities:Promote and cross-sell...

  • Commercial Relationship Manager: Provo, Utah

    3 weeks ago

    Provo, Utah, United States BankTalent HQ Full time

    Zions Bank is seeking a Commercial Relationship Manager to join our Utah South Commercial Banking division team. As a Commercial Relationship Manager, you will be responsible for developing and managing all aspects of commercial client relationships within your defined market segment.You will work with middle market commercial companies to provide...

  • Corporate Banking Relationship Manager III

    3 weeks ago

    Tampa, FL, United States Amerant Bank Full time

    The Corporate Banking Relationship Manager III is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Develop and...

  • Corporate Banking Relationship Manager IV

    2 weeks ago

    West Palm Beach, FL, United States Amerant Bank Full time

    The Commercial Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Develop and...

  • Business Banking Relationship Manager II

    1 week ago

    Boca Raton, FL, United States First Horizon Bank Full time

    Location: On site at location listed in job posting. SummaryAt First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking services to...

  • Business Banking Relationship Manager II

    1 week ago

    Fort Lauderdale, FL, United States First Horizon Bank Full time

    Location: On site in Palm Beach Lakes, FL; Fort Lauderdale, FL SummaryAt First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals. In this role you will, provide a full range of banking...

  • Relationship Manager Corporate Banking/Middle Market

    8 hours ago

    Miami, FL, United States City National Bank of Florida Full time

    Overview:The Corporate Banking RM acts as the primary adviser for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client’s and bank’s...

  • Relationship Banking Assistant

    4 weeks ago

    Eugene, OR, United States Heritage Bank Full time

    Base Salary Range:Level I - $ - $ - $ per hourLevel II -$ - $ - $ per hourDepending on qualifications and experience Relationship Banking Assistant I or II may be considered.At Heritage Bank, we work hard, but we also know how important itis to take time off to stay healthy, relax, and spend time do