SVP, Private Banker

3 weeks ago

Tulsa, United States Gateway First Bank Full time
Job DescriptionJob Description

JOB SUMMARY:

The SVP, Private Banker manages a private banking portfolio of high-net-worth individuals using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as advisor, providing financial information and insight.

 

ESSENTIAL FUNCTIONS (RESPONSIBILITIES):

· Provides credit solutions and gathers deposits from wealthy individuals.

· Sources new potential clients using a variety of methods.

· Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery.

· Oversees all aspects of private banking activities that service the needs of high net-worth clients.

· Develops strategy and objectives that include deposit and loan volume goals and effective marketing plans.

· Implements operations, processes, and team development programs to enhance the achievement of private banking objectives.

· Acts as a consultant for high value or complex credit decisions.

· Oversees a portfolio of highly complex accounts.

· Identifies and proposes loan opportunities for credit review and underwriting.

· Opens and services accounts within authorized limits.

· Analyzes financial, tax, and credit needs of customers.

· Monitors customers' changing needs and facilitates the implementation of strategies that utilize company products/services.

· Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.

· Performs related responsibilities as required or assigned.

 

REQUIRED QUALIFICATIONS:

Knowledge/Skills/Abilities

Equivalent Education/Experience

· Advanced knowledge of private banking policies, procedures, and practices.

· Advanced knowledge of credit and deposit products and operations.

· Outstanding interpersonal and communications skills with an emphasis on establishing, maintaining, and growing client relationships.

· Proficient in Word, Excel, & Outlook.

· Ability to provide service and advice to clients as a trusted advisor.

· Ability to promote client interest in establishing an ongoing relationship beyond transactional business.

· Ability to comprehend a client’s credit needs and to recommend loan structures specific to those needs.

· Exemplifies the Gateway Values: Growth Oriented, Make a Difference, “Get it Done” Attitude, Team Player, Do the Right Thing.

· Bachelor’s degree in business administration, finance, accounting, or economics.

· 5 years of commercial banking experience working with high-net-worth clients.

· MBA a plus.

· Formal bank credit training a plus.

 

SPECIAL JOB DIMENSIONS:

Work requires conformation to tight deadlines, working with highly sensitive or confidential information.

 

NOTE: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.

Company DescriptionGateway First Bank is a leading financial institution that provides banking and mortgage services for consumers and commercial customers. Headquartered in Jenks, Oklahoma, Gateway is a $1.9 billion asset sized bank with a significant mortgage operation. Gateway is one of the largest banking operations in Oklahoma and mortgage operations in the United States with eight bank branches in Oklahoma, over 170 mortgage centers in 43 states, and over 1,000 employees.Company DescriptionGateway First Bank is a leading financial institution that provides banking and mortgage services for consumers and commercial customers. Headquartered in Jenks, Oklahoma, Gateway is a $1.9 billion asset sized bank with a significant mortgage operation. Gateway is one of the largest banking operations in Oklahoma and mortgage operations in the United States with eight bank branches in Oklahoma, over 170 mortgage centers in 43 states, and over 1,000 employees.

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