Preferred Banking RM ll
About The Position
Develops and manages personal banking client relationships with the owners, principals, executive managers and employees of Commercial and/or Specialty Banking Corporate Relationships through collaborative partnership with Commercial and/or Specialty Banking Relationship Managers and personal outreach efforts. Provides integrated financial services and advice to clients including: banking, credit, asset management, trust and estate planning. Manages overall relationship profitability, risk and is responsible for profitable growth of their portfolio. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.
Requirements
- Bachelor's Degree or equivalent
- Minimum 7 years of direct sales experience required.
- Minimum 7 years of experience in a financial institution required.
- Minimum 5 years of new accounts with a strong focus on business development experience required
- Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act
Nice To Haves
- Demonstrated sales abilities with affluent and high net-worth client segments
- Strong understanding of financial markets and all products and services applicable to high net worth clients.
- Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
- Strong interpersonal, verbal, and written communication skills
- Proficient in technical skills particularly with excel and power point
- CFP designation or equivalent training highly desirable
- FINRA Series 7and 63 securities licenses preferred.
Responsibilities
- Business Development
- Partner with Commercial and Specialty Banking Relationship Managers to gain introductions into companies CNB banks to identify and develop new personal client relationships
- Demonstrate market knowledge and competence to cultivate strong trust and partnerships within the companies serviced by Commercial and Specialty banking to generate referrals and leads.
- Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings
- Participate in community and other events, during or after business hours, in support of Commercial and Specialty Banking Division and to generate opportunities
- Relationship Management
- Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets Ensure full client team is coordinated on communication.
- Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
- As appropriate, ensure that financial plans are developed and maintained with the support of Financial Advisor partner.
- Ensure that regular, tailored investment and relationships reviews occur between client team and client.
- Risk Management, Credit Quality, and Compliance
- Keep current on client’s financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities).
- Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship.
- Maintain all appropriate training and continuing education requirements for licenses and certifications.
Benefits
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
