Premier & Private Banking - Private Bank Relationship Manager
About The Position
This position is ideal for someone looking to build a career in financial services. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization. As Premier & Private Bank Relationship Manager, you will be the main point of contact for a select group of the Bank’s affluent clients. You will be responsible for a variety of tasks including; deposit portfolio growth and maintaining positive relationships between the Bank and Premier & Private Bank clients. This position requires team or collaborative work within the organization.
Requirements
- Bachelor’s degree in Business Administration or equivalent combination of education and related work experience
- Minimum of 3+ years’ experience in progressive sales management, extraordinary client service and client/prospect calling experience
- Strong communication skills
- Proficient at working with multiple computer and Microsoft Office software applications which include Outlook, Word, Excel, and PowerPoint.
- Ability to learn various systems.
Nice To Haves
- Previous Premier & Private Banker experience and exceptional Client Services experience.
- Previous Wealth Management / Financial Planning Experience
- Passionate and motivated self-starter
- Strong work ethic and ability to complete work accurately
- Ability to think logically in order to analyze situations and make sound decisions
- Ability to handle multiple tasks simultaneously
- Client service driven; very responsive and understanding to the needs of Premier & Private Banking client issues and concerns.
- Specialized competencies including basics of financial planning, asset/investment types and allocation methodologies, basics of wealth management.
- Strong financial acumen and conceptual understanding of risk management; specialized competencies in delivery of deposit, loan and other banking products and services.
- Highly effective written, verbal and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients.
- Strong professional and etiquette behaviors.
- Must be passionate about proactive relationship building of new business from existing clients and referrals.
- Proven track record of prospecting new relationships, as well as enhancing existing ones, and meeting or exceeding goals.
- Proven sales skills and client management experience.
- Cooperates and works collaboratively toward solutions that generally benefit all involved parties; works cooperatively with others to accomplish company objectives.
- Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence.
- Makes decisions authoritatively and wisely, after adequately contemplating various available courses of action.
Responsibilities
- Cultivation, retention and growth of the Premier and Private Bank
- Tailored Premier & Private Bank’s products and services to attract high net worth individuals and businesses
- Maintain and expand ongoing relationships with new and existing Premier & Private Bank clients
- Deposit portfolio growth
- Maintaining positive relationships between the Bank and Premier & Private Bank clients
Benefits
- insurance
- 401k
- an associate stock purchase program
- paid time off
- associate banking perks
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
