Private Banker II, (Greater Indianapolis Market) Indianapolis, IN

1st Source • Indianapolis, IN

2d

About The Position

Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals. ESSENTIAL REQUIREMENTS Establishes relationships to provide for their financial needs. Ensures quality customer service on assigned accounts. Analyzes credit and financial information of customers as a basis for recommending other financial services. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned.

Requirements

• Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending
• Strong relationship management skills
• Strong sales and proactive calling skills
• Great verbal and written communication skills
• Strong PC skills--proficiency in Microsoft Word and Excel essential
• Highly motivated
• Professional demeanor
• Ability to handle multiple tasks in a fast-paced environment
• Strong interpersonal skills to network with bankers in developing new business opportunities
• Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
• Regular and predictable attendance is an essential requirement of the position

Responsibilities

• Coordination and development of banking activities
• Ensuring a full range of private banking services are provided to high net-worth individuals
• Establishes relationships to provide for their financial needs
• Ensures quality customer service on assigned accounts
• Analyzes credit and financial information of customers as a basis for recommending other financial services
• Responsible for the completion of all compliance training related to the position
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements
• Performs all other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees