Private Banking Relationship Manager II

4 weeks ago

Houston, United States Trustmark Full time

Overview:

Provide a concierge delivery of financial services through a superior level of hands-on contact to customers of the Bank. These clients are high income earners or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.

Responsibilities:
  • Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
  • Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert.
  • Provide advice and guidance to subordinate officers on complex credit decisions.
  • Service a loan portfolio, including credit and collateral exceptions and past dues
  • Work with partner to provide deposit related solutions and other retail services to meet the needs of our clients
  • Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services
  • Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and products
  • Maintain professional community relations, including leadership roles, to increase the banks visibility and new business opportunities, and to further professional development
  • Provide financial and banking advice and counseling through team to Trustmarks BEST clients.
  • Perform additional duties as assigned.
Qualifications:
  • Four-year college education or equivalent work experience.
  • 7 years banking experience or related work experience to include previous lending experience
  • Thorough knowledge of Private Banking and the bank financial products and services
  • Knowledge of deposit and loan products, as well as bank policy
  • Knowledge of document preparation and new accounts systems
  • Thorough knowledge of negotiable instruments
  • Complete understanding of the requirements of properly securing a loan
  • Advanced knowledge of state and federal regulations and bank policies relating to credit
  • Knowledge of sales principles
  • Knowledge of intermediate investment strategies implemented by High net worth clients
  • Knowledge of intermediate estate planning strategies implemented by High net worth clients
  • Knowledge of intermediate insurance strategies implemented by High net worth clients
  • Superior judgment in making loan decisions
  • Experience dealing with sophisticated clientele
  • Experience in recognizing and handling troubled loans and problem customers
  • Thorough knowledge and understanding of loan and deposit debits and credits
  • Strong analytical ability
  • Advanced interpersonal skills
  • Must possess effective verbal and written communication skills
  • Proven ability to build relationships
  • Customer contact and sales and service skills
  • Ability to lead the work of others
  • Ability to work with others
  • Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
  • Preferably commercial lending banking experience or related work
  • Previous investment experience with 7, 63 or 66, and insurance licensure preferred

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