Wealth Management Banking Officer

1 week ago

Jackson, Mississippi, United States First Interstate Bank Full time

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.**

This role is focused on providing exceptional banking services to a diverse clientele.

What Matters Most to You

We understand that your career is just one part of a fulfilling and intricate life. That's why we have tailored our compensation and benefits package to offer employees and their families a wide range of options.

  • Generous Paid Time Off (PTO) in addition to recognized federal holidays.
  • Employer-assisted student debt repayment program.
  • 401(k) retirement plan featuring a 6% match.
  • We care about the health and well-being of the communities we serve. Discover more about our community initiatives and why we want YOU to join us.

We encourage you to consider this opportunity. Share how your strong work ethic and eagerness to learn make you a perfect fit for #TeamFirstInterstate.

POSITION OVERVIEW

Engages, develops, and manages a broad spectrum of professional banking clients, with a particular focus on high net worth individuals and their associated enterprises. Offers comprehensive banking solutions including loans, deposits, and cash management services. Responsibilities encompass extending credit (primarily consumer with some commercial), delivering deposit-related services, providing financial counsel, and ensuring clients are informed about available services.

KEY RESPONSIBILITIES include the following: additional duties may be assigned.

  • Directly oversee a designated group of clients, optimizing customer satisfaction.
  • Maintain and manage existing accounts in alignment with departmental goals for profitability and credit quality.
  • Analyze client assets and collaborate closely with our Wealth Management Group to deliver tailored investment advice.
  • Participate in community engagement initiatives.
  • Establish and negotiate terms with borrowers.
  • Approve or decline loan applications.
  • Prepare and present loan proposals exceeding lending limits to senior management or loan committees.
  • Ensure adherence to relevant regulations and stay informed about changes in federal laws and lending standards.
  • Monitor loan repayments and initiate appropriate collection actions.
  • Actively engage in business development initiatives.
  • Generate and follow up on new business leads.
  • Promote additional bank products.

REQUIRED QUALIFICATIONS

To excel in this role, an individual must successfully perform each essential duty. The qualifications listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

EDUCATION and/or EXPERIENCE

A Bachelor's degree (B.A.) from an accredited four-year institution; or one to two years of relevant experience and/or training; or a combination of education and experience. Proficiency in Windows XP, MS Word, and MS Excel is required. Lending experience is preferred.

LANGUAGE SKILLS

Ability to read and interpret documents such as safety guidelines, operating instructions, and procedural manuals. Ability to write routine reports and correspondence. Ability to communicate effectively before groups of clients or employees.

MATHEMATICAL SKILLS

Ability to perform calculations and conduct spreadsheet analyses.

REASONING ABILITY

Ability to apply common sense understanding to execute instructions provided in written, oral, or diagrammatic form. Ability to address problems involving multiple concrete variables in standardized situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this position, the employee is regularly required to sit; use hands to manipulate, handle, or feel; and communicate verbally. The employee frequently is required to reach with hands and arms. The employee may occasionally be required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT

The characteristics of the work environment described here are representative of those an employee encounters while performing the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The noise level in the work environment is typically moderate.



**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.**

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