Private Banking Relationship Manager II

4 weeks ago


Houston, Texas, United States Trustmark Full time
Job Title: Private Banking Relationship Manager II

Trustmark is seeking a highly skilled Private Banking Relationship Manager II to join our team. As a key member of our Private Banking team, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.

Key Responsibilities:
  • Develop and implement customized financial solutions for high net worth clients, including credit, deposit, investment, insurance, and fiduciary services.
  • Lead and develop a team of associates to promote maximum productivity, engagement, and succession planning.
  • Coordinate the entire credit approval process, including loan approval within lending authority for consumer and commercial relationships.
  • 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 partners to provide deposit-related solutions and other retail services to meet the needs of our clients.
  • Develop 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 bank's visibility and new business opportunities.
Requirements:
  • Four-year college education or equivalent work experience.
  • Seven years of banking experience or related work experience, including previous lending experience.
  • Thorough knowledge of Private Banking and the bank's 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.


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