Private Banking Officer

Equity Bank•Tulsa, OK

1d•Onsite

About The Position

Seeking a Private Banking Officer in either Tulsa or Oklahoma City markets to expand our Private Banking presence across our metro markets. The ideal candidate will have working knowledge of Equity Bank’s current environment with an entrepreneurial spirit to build and broaden a growing division. Prior experience in Private Banking is a plus but not required. Must be comfortable in various environments talking with business executives and High Net Worth families.

Requirements

Private Bank/Retail Banking experience
Bachelor’s degree (preferred) in Business, Finance or related field
Sales or Marketing experience
Interpersonal skills commensurate with conducting external client presentations
Excellent presentation, verbal, and written skills
Ability to work independently, self-starter
Some Travel between bank and client location is required
Time management skills, ability to effectively manage internal/external requests, opportunities and concerns in a timely manner
Proficiency in using Microsoft products; Word, Excel and PowerPoint

Nice To Haves

Prior experience in Private Banking is a plus but not required.

Responsibilities

Drive new sales opportunities by identifying client financial needs through consultative sales and relationship reviews
Resolve internal and external client issues
Contribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while maintaining expenses
Participate in outside business development opportunities and networking events
Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages
Develop knowledge of all lines of business to better identify solutions for client, thus creating opportunities for product partners
Understanding of credit risk, operational risk, and risk associated with various products and how the risk relates to both clients and the bank
Collaborate with Retail, Credit, and Wealth Management regarding product features/benefits and enhancements necessary to remain competitive in targeted customer and geographic markets
Develop and implement sales strategies for new and existing high-net worth clients
Proactively call on existing and new clients to introduce new product and service initiatives
Create and execute marketing ideas/events to develop and deepen client/prospect relationships
Enter Activities, Appointments, etc. into the Client Retention Module (CRM) to ensure a consistent and complete client experience
Maintain a current sales pipeline