Private Client Relationship Officer/VP

4 weeks ago

Toms River, United States Kearny Bank Full time

Overview

The Private Client Relationship Officer reports directly to the Private Client Manager. The Private Client Relationship Officer proactively supports and expands existing client relationships through independently identifying and developing new Business & Consumer Banking relationships through activities that primarily target prospective high-net-worth clients. Banking products and services supporting client relationships include interest-bearing and non-interest-bearing deposit account products complemented by a full suite of treasury management and payment processing services to support the financial management needs of both consumer & business clients. Where appropriate, the Private Client Relationship Officer will support the borrowing needs of consumer & business relationships by referring clients to the Bank's C&I, CRE and residential lending resources. Private Client Relationship Officers will deliver "white glove service" to deepen client trust & loyalty by creating a seamless experience across all touchpoints while providing the right service or product to meet individuals' needs.

Responsibilities

* Identify new business and consumer client prospects
* Leverage all COIs to increase business and consumer banking opportunities
* Responsible for the attainment of non-interest and interest bearing deposits
* Attainment of assigned deposit goals
* Work independently to develop new client relationships
* Coordinate with related departments to review client situations and determine appropriate products and services to offer and to deliver an integrated and seamless experience for high-net-worth clients
* Build a quality external network of business and consumer relationships within targeted markets
* Provide end-to-end comprehensive guidance and banking solutions to clients by uncovering their consumer and/or business priorities and matching them with financial solutions to meet their needs
* Stay abreast of changing trends that impact applicable markets served by potential clients and translate those trends into opportunities
* Provide extensive personalized service to clients to address all applicable banking needs
* Establish exceptional rapport with clients to identify needs and opportunities, present product solutions, overcome objections and close the sale by asking for the business
* Participate in community activities that match clients' interests and allow for opportunities to expand business and personal relationships
* Represent the bank at various civic and community functions to enhance its image and develop additional business with clients
* Work closely with new and existing business and retail clients to understand their financial needs, forging trustful relationships
* May assist with the development of new business by participating in client and/or prospect calls and presentations
* Establish relationships with high-net-worth clients to monitor financial situation and identify client needs resulting in new sales opportunities
* In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies
* Achieve outstanding performance by providing superior relationship banking and the "white glove" client experience
* Complete any additional duties assigned by the Private Client Manager

Qualifications

* Bachelor's degree (B. A.) or equivalent
* Minimum of three to five years related experience or equivalent
* Proven success in consultative outside sales in financial services, business-to-business sales, or small business banking
* Is passionate about outside sales and enjoys spending time prospecting
* Self-motivated to enhance existing relationships and exceed sales goals
* Able to analyze financial conditions and needs of clients and industry trends
* Can understand and interpret financial statements and cash flow analysis
* Has excellent communication skills and demonstrated leadership ability
* Strong listening and client experience skills; skilled in making outbound calls
* Ability to effectively engage with clients and identify needs to enhance the client relationship
* Ability to problem solve and provide solutions to client issues
* Desire to build strong relationships with teammates, business partners and specialists through collaboration
* Self-motivated, confident and the ability to multitask effectively
* Well-developed negotiation, project, and account management skills
* Creative, flexible, and innovative team player
* Commitment to excellence and high standards
* Ability to work with all levels of management

  • Private Client Relationship Officer/vp

    4 weeks ago

    Toms River, United States Kearny Bank Full time

    Overview: The Private Client Relationship Officer reports directly to the Private Client Manager. The Private Client Relationship Officer proactively supports and expands existing client relationships through independently identifying and developing new Business & Consumer Banking relationships through activities that primarily target prospective...

  • Private Client Relationship Officer/VP

    1 week ago

    Toms River, United States Kearny Bank Full time

    Overview: The Private Client Relationship Officer reports directly to the Private Client Manager. The Private Client Relationship Officer proactively supports and expands existing client relationships through independently identifying and developing new Business & Consumer Banking relationships through activities that primarily target prospective...

  • Private Client Relationship Officer/VP

    4 weeks ago

    Toms River, United States Kearny Bank Full time

    Overview: The Private Client Relationship Officer reports directly to the Private Client Manager. The Private Client Relationship Officer proactively supports and expands existing client relationships through independently identifying and developing new Business & Consumer Banking relationships through activities that primarily target prospective...

  • Client Care Coordinator

    2 days ago

    Toms River, United States Lifebulb Full time

    At Lifebulb, we believe our clients are best served by clinicians and administrative team members who are passionate about not only their work, but their company as well. That's why we started our organization. We're committed to building a company that truly allows employees in the mental health industry to get back to enjoying their work, so our clients...

  • Relationship Management Coordinator Mon-fri

    6 days ago

    Toms River, United States On Time Ambulance Full time

    **JOB DUTIES** 1. Explains information to our callers and requestors, on the phone and in person including requirements of Medicare and Medicaid policies. 2. Creates and updates patient records and necessary work areas such as Logis and RoundTrip to ensure that information is correct. 3. Enters client appointments utilizing Logis. 4. Files and retrieves...

  • Office Administrator

    3 weeks ago

    Toms River, United States HealingUS Centers Full time

    Job DescriptionJob DescriptionHealingUS Centers is currently seeking a highly organized and detail-oriented Office Administrator to join our team. As an Office Administrator, you will play a crucial role in ensuring the smooth operation of our office and providing support to our staff and clients.Your responsibilities will include:Managing office operations,...

  • Office Administrator

    3 weeks ago

    Toms River, United States HealingUS Centers Full time

    HealingUS Centers is currently seeking a highly organized and detail-oriented Office Administrator to join our team. As an Office Administrator, you will play a crucial role in ensuring the smooth operation of our office and providing support to our staff and clients. Your responsibilities will include: Managing office operations, including maintaining...

  • Office Administrator

    2 days ago

    Toms River, United States HealingUS Centers Full time

    HealingUS Centers is currently seeking a highly organized and detail-oriented Office Administrator to join our team. As an Office Administrator, you will play a crucial role in ensuring the smooth operation of our office and providing support to our staff and clients. Your responsibilities will include: Managing office operations, including maintaining...

  • Office Administrator

    1 day ago

    Toms River, United States HealingUS Centers Full time

    Job DescriptionJob DescriptionHealingUS Centers is currently seeking a highly organized and detail-oriented Office Administrator to join our team. As an Office Administrator, you will play a crucial role in ensuring the smooth operation of our office and providing support to our staff and clients.Your responsibilities will include:Managing office operations,...

  • Mortgage Loan Officer

    2 weeks ago

    Toms River, United States Unreal Gigs Full time

    About Us: We are a highly regarded, multi-channel mortgage company dedicated to providing exceptional service and innovative solutions to our clients. Specializing in mortgage lending, we are committed to helping individuals and families achieve their homeownership dreams. Join our team of dedicated professionals and make a significant impact in the mortgage...

  • Mortgage Loan Officer

    2 days ago

    Toms River, United States Unreal Gigs Full time

    About Us: We are a highly regarded, multi-channel mortgage company dedicated to providing exceptional service and innovative solutions to our clients. Specializing in mortgage lending, we are committed to helping individuals and families achieve their homeownership dreams. Join our team of dedicated professionals and make a significant impact in the mortgage...

  • Lpn - Private Duty Nurse

    6 days ago

    Toms River, United States BAYADA Home Health Care Full time

    **Come for the Flexibility, **Stay for the Culture*** BAYADA Home Health Care was founded on the principle that health care gets better when clients get better care at home. We care for clients of all ages, diagnoses, and acuity levels. We offer a multitude of paid training to our nurses, so they feel comfortable and competent on their first shift....

  • Consumer and Business Banking, Senior Relationship Banker, North Toms River, NJ

    5 days ago

    Toms River, United States Santander Full time

    Description : Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions,...

  • Office Coordinator, Student Services

    2 weeks ago

    Toms River, United States Ocean County College Inc Full time

    This position assists the Executive Director of Student Services and designated administrators by supporting department operations, providing general assistance to those seeking information about services offered by the department and the general public. This position performs a variety of confidential office and support functions and procedures and is able...

  • Office Coordinator, Student Services

    1 day ago

    Toms River, United States Ocean County College Inc Full time

    This position assists the Executive Director of Student Services and designated administrators by supporting department operations, providing general assistance to those seeking information about services offered by the department and the general public. This position performs a variety of confidential office and support functions and procedures and is able...

  • Territory Sales Manager

    2 weeks ago

    Toms River, United States US Foods Full time

    ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community of Food People! The primary purpose of this position is to develop and manage established as well as new customers, by selling food and non-food items to achieve sales and profitability goals. Primary areas of responsibilities are: Primary...

  • LPN Pediatric Private Duty

    2 weeks ago

    toms river, NJ, US MPS Healthcare Inc DBA Continuum Pediatric Nursing Services Full time

    *Job description**Pediatric Home Care Nurse, Toms River, NJ*Are you an experienced nurse with a passion for pediatric care?Continuum Pediatric Nursing Services seeks experienced Vent and/or trach and /or and/or G-tube nurses to join our team and provide specialized care for patients throughout the Toms River, NJ area. Full-Time and Part-Time day, evening,...

  • Veterinary Client Service Representative

    6 days ago

    Toms River, United States VCA Animal Hospitals Full time

    **Seeking a Veterinary Client Service Representative Full Time!** Located just minutes from the beaches of the Jersey Shore, VCA Bayview Animal Hospital is a 3 doctor general practice offering wellness and sick care, digital radiography including dental x-rays, surgery, FAST ultrasound, in house bloodwork, and hospitalization. We are seeking an experienced...

  • Client Services Coordinator =Inside Sales +Customer Service+ Recruiter

    6 days ago

    Toms River, United States Preferred Home Health Care & Nursing Services Full time

    Job DescriptionJob DescriptionOur Toms River location is seeking a client services coordinator to join our team.  You would be joining a National home health care company with locations in New Jersey, Pennsylvania, Delaware, Florida, Texas and more!   This Toms River, NJ location has 10+ people who cover Ocean County, NJ and love what they do.This is a...

  • Home Care Sales Representative 200K

    3 weeks ago

    Toms River, United States Medsurg Sales Staffing Full time

    Job DescriptionJob DescriptionAbout the jobAre you a seasoned sales professional with a knack for relationship-building in the healthcare sector? We have an exciting opportunity for you!Our client, a highly-rated, long-established private home care provider, is looking for a dynamic Home Care Sales Representative. This outside sales position will play a...