Senior Preferred Banker

MidFirst Bank•Los Angeles, CA

6d•Onsite

About The Position

MidFirst Bank is a full-service bank with a vision of unparalleled client service in California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered. As a Preferred Banker, you will be the primary contact with clients and responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations. You will build professional relationships with our clients to establish repeat and referral business.

Requirements

Minimum of 5 years’ experience in Retail, Commercial, or Private Banking
Work history that reflects a solid record of accomplishment of building and administering relationships in this environment.
Strong work ethic and character
Excellent interpersonal skills
Strong network of professionals, successful entrepreneurs and corporate executives.

Responsibilities

Cultivate and maintain relationships with the upper-tier, high net-worth individuals on an ongoing basis.
Maintain relationships with centers of influence in the market.
Drive revenue by continually prospecting for strong clients and financially sound deals.
Develop self-sourced deposit and loan opportunities and grow new wealth management assets.
Cross-sell the Bank’s offerings including business banking as well as trust services and investment management.
Manage large client portfolio including large complex client relationships.
Effectively manage their time and prioritize efficiently to handle the demands of a large and demanding client base.
Understand and manage all aspects of clients’ depository accounts with Bank. This includes, but is not limited to, opening/closing/superseding accounts, check orders, stop payments, managing exceptions, adjustments/reversals, account analysis and return items.
Act as a liaison with other departments of the bank to provide stellar service to the banks internal and external clientele.
Provide a high level of customer service to current and potential clients to exceed client expectations.
Posess a thorough knowledge of all the services offered and have a good understanding of account analysis.
Regularly communicate with clients to conduct needs analysis to identify potential areas for improvement or new opportunities to better align their banking services to their evolving financial needs.
Manage operational and organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements.