SVP, Private Banking Leader
2 days ago
Job Summary:
The SVP, Private Banker at NexBank is a high-performing professional responsible for providing exceptional concierge lending services to ultra-high net worth individuals. This role requires a collaborative, confident, and motivated individual who can deliver a first-class experience to clients.
Key Responsibilities:
- Develop and maintain strong relationships with clients by providing personalized service, understanding their needs, and delivering creative solutions.
- Generate business results by acquiring new lending and depository opportunities from existing and new clients.
- Identify and pursue cross-business opportunities, such as deposit acquisition, in conjunction with lending relationships.
- Ensure strict adherence to risk and control policies, regulatory guidelines, and security measures.
Requirements:
- 7+ years of experience in Private Banking or Financial Services, with a proven track record of sales success and strong business acumen.
- Lending experience and a Bachelor's Degree, with a Master's in Business Administration (MBA) and Chartered Financial Analyst (CFA) designation preferred.
- Strong community presence, established network of industry referral sources, and ability to communicate clearly and concisely across multiple levels.
- High degree of discretion in safeguarding confidential information and ability to thrive in an independent, entrepreneurial environment.
Benefits:
NexBank offers a competitive base salary and bonus, a generous benefits package, including health insurance, short- and long-term disability, life insurance, dental insurance, and a 401(k) plan with employer match and profit sharing.
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