Senior Preferred Banker

MidFirst Bank•Los Angeles, CA

1h•$65,000 - $125,000•Onsite

About The Position

MidFirst Bank is a full-service bank committed to providing unparalleled client service in California. Our core principles include flexibility, responsiveness, and the ability to create tailored solutions. We aim to provide exceptional client service through a team effort where bankers develop a deep understanding of their clients' needs and work to develop tailored solutions. As a Preferred Banker, you will be the primary client contact, responsible for quality customer service, cross-selling banking products, and maintaining banking operations. You will build professional relationships to foster repeat and referral business.

Requirements

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

Responsibilities

Cultivate and maintain relationships with upper-tier, high net-worth individuals and centers of influence in the market.
Drive revenue by 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, trust services, and investment management.
Manage a large client portfolio, including complex relationships, and prioritize efficiently.
Understand and manage all aspects of clients’ depository accounts, including opening/closing accounts, check orders, stop payments, managing exceptions, adjustments/reversals, account analysis, and return items.
Act as a liaison with other bank departments to provide stellar service to internal and external clientele.
Provide a high level of customer service to exceed client expectations.
Possess a thorough knowledge of all services offered and understand account analysis.
Regularly communicate with clients to conduct needs analysis and identify opportunities to align banking services with 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.