Senior Private Banking Officer
Found in: Resume Library US A2 - 2 weeks ago
The Senior Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to Treasury Management Services. The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship. Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service. Responsible for the development of Private Client Group clientele through business development calling efforts, social functions and association memberships.
Qualifications:
8-10 years of Lending experience
Meets and exceeds goals by developing new loans and depository business from prospects and existing clients
Cross-sells bank products, including but not limited to Treasury Management Services
Formal Credit training preferred
The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship
Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service
Responsible for the development of Private Client Group clientele through business development calling efforts, social functions and association memberships
Education:
Bachelor’s degree in Business, Finance or related field, MBA preferred
Special Instructions to Candidates:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP .
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at (phone number removed) or by e-mail at .
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