PWM Private Banker
About The Position
Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. This role provides advice, counsel, and high level customer service to meet the financial needs of clients. It supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. The position has shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of the offer or termination of employment.
Requirements
- Bachelor's degree, or equivalent work experience
- Ten or more years of private wealth management experience in the financial services industry
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check
Nice To Haves
- Strong relationship management and lending skills
- Strong sales and new business development skills
- Advanced knowledge of Private Wealth Management products and services
- Expert knowledge of private banking products and services, including credit processes
- Strong networking and business development skills
- Ability to partner with clients to identify and service unique customer needs
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent presentation, verbal and written communication skills
Responsibilities
- Developing, managing, and retaining full service relationships with high income/high net worth private banking clients
- Providing advice, counsel, and high level customer service to meet the financial needs of clients
- Supporting standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements
- Soliciting, developing, managing, and retaining client relationships for Private Wealth Management
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
501-1,000 employees
