Private Banking Specialist

CENTRAL BANCOMPANY, INC. • Greenwood Village, CO

2d • $106,572

About The Position

The Private Banking Specialist will work to expand our relationships with bank
partners, Centers of Influence, and their own referral networks, with a goal of
building strong, trusted connections that result in referrals of quality leads.
Through presentations of our services with the help of other Central Bank
colleagues, the Private Banking Officer will work to convert prospective client
leads into new client relationships. A successful Private Banking Officer is
self-motivated, goal driven, an excellent communicator, and an experienced
presenter/public speaker.

Requirements

• Bachelor's degree; or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.
• 5 years of banking or financial services experience. Background in bank policies, procedures and banking regulations. Thorough knowledge of bank products and services.
• Strong customer relations skills and ability to work with employees and customers in a cooperative manner.
• Ability and desire to be actively involved in community networking to identify and capitalize on new business development opportunities.
• Increased knowledge in more complex products and services such as IRA's, Trusts, POA, Business Accounts, etc.
• Possess good judgement and strong organizational skills. Ability to manage multiple responsibilities, prioritize, research and solve problems, attention to detail, and handle confidential information.
• Strong interpersonal relations with the ability to work with customers and employees in a cooperative manner using excellent verbal, listening and communication skills.
• Demonstrated skill in soliciting business for bank deposit products and services. Ability to influence; proactively asks for and close business opportunities.
• Provide Legendary Service that exceeds expectations at every opportunity.
• Demonstrate the highest level of professionalism.

Responsibilities

• Develop new client relationships for Central Bank
• Lead prospective client meetings at all phases of the private banking cycle to discover needs and provide solutions to complex financial issues
• Make presentations to boards, community groups, and other entities regarding the wealth management services offered by Central Trust Company
• Develop relationships with and referrals from employees of Central Bank
• Develop relationships with and referrals from external sources, such as accountants and attorneys
• Record and track referrals received, as well as prepare and submit a variety of reports
• Report to the bank leadership regarding annual sales goals, along with activities and production related to sales goals

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees