Private Banker

FitzGerald Financial Group - Division of TowneBank Mortgage•Mount Pleasant, SC

10d

About The Position

TowneBank has a culture that: Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community. Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

Requirements

High sense of urgency and strong decision making abilities
Previous banking experience
Extensive knowledge of loan documentation and regulations
Proven business development and sales skills
Excellent communication skills and the ability to interact professionally
High degree of personal integrity
Goal oriented and self motivated
Broad knowledge of all bank products and bank affiliates with a strong ability to promote and cross-sell
Strong connections to and relationships with referral sources/center of influence in the market
Build strong and respectful team relationships; can delegate appropriately to support to create workflow and calling efficiencies

Nice To Haves

College degree in Business, Finance or Accounting
Background in Private Banking, Trust or related field
Retail and commercial lending experience
Local market experience
Proficient in proper account documentation, BSA requirements, research and resolution of complex issues
Ability to listen well, is resolution driven in a positive manner and multi-task daily
Proficient skills in Microsoft Word, Excel and Outlook

Responsibilities

Be proactive in business development by engaging with prospective private banking members and inviting them to join TowneBank Private Banking as their primary bank.
Be deposit driven with core relationship development focus and trusted advisor competencies to understand and discover complex needs and dynamics of high net worth financial relationships.
Focus on bringing new private banking deposit relationships to the bank to meet minimum portfolio balances and complementing TFSG sales revenue objectives quickly, and within a stated period of time.
Service existing portfolio in a proactive manner (identify opportunities). Retain and follow up with exquisite member service.
Work closely with the entire relationship team to ensure professional service levels are met with a high sense of urgency.
Share & leverage individual talents, creating a team environment and reputation that the marketplace views as superior; always protecting and operating in the spirit of our TowneBank brand.
Properly maintain all relationship files, keeping them current from exceptions and updated communication.
Partner with appropriate teammates and outside resources, as needed, to understand, anticipate and respond to all member needs quickly.
Review, analyze and make decisions on requests from members for personal and small business credit needs.
Promote TowneBank within the community by serving on boards and networking organizations within the medical, legal and professional communities.
Represent the bank at sponsored community activities.
Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
Other duties as assigned.