Private Banking Relationship Manager
4 weeks ago
We are seeking a seasoned Private Banking Relationship Manager to join our team at Zions Bancorporation. This role is responsible for the growth, retention, and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
- Act as the principal account and relationship manager for new and existing clients.
- Focus on generating, managing, and servicing a portfolio of clients.
- Responsible for generating, retaining, and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
- Responsible for credit analysis and proper loan structuring.
- Responsible to maintain a high level of client satisfaction.
- Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
- Calls on existing relationships to review portfolios and makes recommendations as needed.
Requirements include a Bachelor's degree and experience with lending, sales, banking products, and services or other directly related experience. A combination of education and experience may meet requirements.
Zions Bancorporation is an equal opportunity employer and provides a comprehensive benefits package, including medical, dental, and vision insurance, life and disability insurance, paid parental leave, and tuition reimbursement.
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Private Banking Relationship Manager
4 weeks ago
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