Private Banker II
5 days ago
With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals, and their families in various regions. Founded in 2007, the bank has consistently been recognized for its growth and performance while maintaining excellent asset quality and a reputation for business excellence.
Job OverviewThe Private Banker II develops new deposit and loan relationships, generating loan fee income and maintaining existing portfolios. This role represents the Bank through community events and promotes products and services.
Key Responsibilities- Develop and maintain relationships with new and existing clients, referring them to internal partners as needed.
- Monitor and maximize Bank profitability through loan pricing, fee income, and cross-selling.
- Negotiate loan terms and structure credits based on risk considerations.
- Develop and implement sales plans to acquire new clients and meet or exceed goals.
- Provide financial solutions to address clients' needs and ensure compliance with Bank policies.
- Support the Bank's Relationship Banking culture through client contact, service, and product knowledge.
- Analyze and communicate complex financial data.
- Interact with internal and external clients while providing exceptional service.
- Demonstrated success as a Private Banker in a high-performing commercial bank environment.
- Knowledge of Private Banking loan and deposit products and services.
- Experience in consumer and commercial lending, including HELOC, Mortgages, and Personal Lines of Credit.
- Strong financial analysis and credit underwriting skills.
- NMLS designation highly preferred.
- Ability to analyze and understand personal financial statements and tax returns.
CrossFirst Bank offers competitive benefits, including annual incentive pay, 401(k) match, and Paid Time Off. The bank also provides a comprehensive insurance package, flexible spending accounts, and an Employee Assistance Program.
CrossFirst Bank is proud to be an Equal Opportunity Employer.
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