Private Banking Relationship Manager: Salt Lake City, UT

Zions Bancorporation•Salt Lake, UT

16h•Onsite

About The Position

This role acts as the principal account and relationship manager for high net-worth clients. Private Banking brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients. The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting each of our client's most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients.

Requirements

Requires a bachelor’s degree and 2+ years of experience with lending, sales, banking products and services, or other directly related experience.
A combination of education and experience may meet requirements.
Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services.
Ability to display sound judgment in complicated client situations.
Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills.
Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients.
Strong interpersonal and communication skills, both verbal and written.
Commitment to a high degree of service quality while acting as a trusted advisor.
Intermediate computer skills including the MS Office Suite.

Nice To Haves

Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment.

Responsibilities

Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.
Focus on generating, managing, and servicing high net-worth/affluent clients.
Responsible for generating, retaining, and expanding business in all the following areas: Loan and deposit products, wealth management Wealth management services including Investment, trust, and insurance referrals, Commercial loans, consumer loans, and treasury services.
Responsible for credit analysis and proper loan structuring.
Responsible to maintain a high level of client satisfaction.
Sources and develops new client leads through existing clients and referrals from other bank departments and divisions.
Willingness to build strong partnerships with all divisions inside the bank.
Calls on existing relationships to review portfolios and makes recommendations for exclusive private banking products.
Takes on additional responsibilities as needed to ensure the success and profitability of the team and the bank.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance
Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training
Paid Time Off (PTO)
11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match
Profit Sharing
competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products