Private Banking Relationship Officer

3 months ago

Kansas City, United States Country Club Bank Full time

Private Banking Relationship Officer

It's more than just a job. We're looking for tenacious, spirited go-getters to join the Country Club Bank family. With room for growth and competitive compensation, accompany us in taking community-based banking in the KC metro region to a new level.

Banking is more than numbers - it's about people. At Country Club Bank, the ultimate goal is to help people succeed, thrive and find their 'True North' - the path that leads a customer, client or CCB associate to personal and professional success. The Sr. Private Banking Relationship Officer manages a private banking portfolio of individuals of high-net worth using banking strategies, solutions and advice that is customized to the client's needs. They develop and maintain client relationships by engaging the resources of other parts of the organization to provide meaningful and high level of personalized service.

What You'll Do:

  • Provides full-service banking to high value clients.
  • Consults with Private Banking Manager regarding the client's holistic financial needs, recommending products, solutions, and services that provide value to the client;
  • Services, develops, manages and expands mutually beneficial client relationships while providing a high-level client experience.
  • Requires strong knowledge of compliance and regulatory requirements as they pertain to the financial industry
  • Working knowledge of Trust, Wealth, Loan and Banking products and services.
  • Develops new business through identifying and calling on existing or prospective customers; promotes and cross-sell Bank's services; works with Bank operational areas to ensure that quality service is provided
  • Serves as relationship manager across departments and divisions.
  • Negotiates loan proposals; analyzes and evaluates credit requests; coordinates with Underwriting and Credit Risk Management in preparation of credit presentations, recommends appropriate risk rating; makes oral presentation to loan committee, implements approval or declination action.
  • Participates in community and professional activities in order to enhance Bank's image and expand personal network of business contacts for development of new business inside and outside of traditional banking hours.
Where You Shine:
  • Bachelor's Degree in in business, finance or related field; minimum of 5 or more years of experience in a financial institution
  • Ideal candidate would have previous experience working with both law and medical practices.
  • Experience in analyzing financial statements and preparing loan presentations.
  • Proficient knowledge of financial products and services
  • Knowledge of credit and banking policies and procedures
  • Proficient in the ability to establish and maintain relationships with clients and prospects
  • NMLS License or eligible to be licensed
  • Superior communication skills with the ability to communicate effectively and professionally at all levels of the organization
  • Exhibits a high degree of professionalism
  • Maintain a high degree of confidentiality and integrity
  • Excellent follow through and time management skills
  • Strong attention to detail
  • Excellent organizational skills
  • Proficient in Microsoft Office applications
  • Must possess a can do customer service attitude/philosophy
Where We Shine:
  • Offering a full suite of benefits, including life, dental and vision insurance plus generous paid time off
  • Supporting associates and their families - Country Club Bank is a family owned business. We embrace the importance of caring for oneself and our families.
  • Surrounding ourselves with smart, driven and diverse individuals.
  • Valuing integrity, commitment in regard to our daily duties and Country Club Bank as a whole.
  • Supporting local philanthropic, cultural and artistic initiatives and organizations our associate's value.
  • Devoted to the greater Kansas City area, its enterprising visionaries and those who form the creative backbone of our city's future economy and business value.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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