Private Banking Relationship Manager
3 weeks ago
At BankTalent HQ, we're committed to building strong relationships with our clients and employees. We're seeking a highly skilled Private Banking Relationship Manager to join our team in Scottsdale, AZ.
Job Summary:The Private Banking Relationship Manager will act as the principal account and relationship manager for new and existing clients. This role will focus on generating, managing, and servicing a portfolio of clients, with a focus on loan and deposit products, investment and trust referrals, and commercial business referrals.
Key Responsibilities:- 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 for maintaining 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.
- Requires a Bachelor's degree and some experience with lending, sales, banking products, and services or other directly related experience.
- Basic knowledge of banking, commercial lending, mortgages, investments, trusts, affinity, and insurance products and services.
- Ability to display sound judgment.
- Solid sales, self-management, credit analysis, loan structuring, applicant interviewing, and perceptive character judgment skills.
- Basic knowledge in financial planning enabling recognition of investments, brokerage sales, and referral possibilities.
- Solid interpersonal and communication skills, both verbal and written.
- Commitment to a high degree of service quality.
- Intermediate computer skills including word processing and spreadsheet software.
- FINRA Licensing is highly recommended (SIE, Series 7, Series 66, and State Life/Health Insurance).
- Medical, Dental, and Vision Insurance - START DAY ONE.
- Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance.
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts.
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
- Mental health benefits including coaching and therapy sessions.
- Tuition Reimbursement for qualifying employees.
- Employee Ambassador preferred banking products.
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