Senior Private Client Banker

First Financial Bank•Cincinnati, OH

About The Position

Acts as the central relationship lead for a select group of clients that have minimum investable assets of $1 million dollars. Manages the client’s complete banking relationship across the company. Functions as the client’s personal advocate to internal partners, adding value through the ability to identify client needs, analyze customer information, define goals and build plans and make client recommendations. Serves as the main point of contact for personal banking and credit advice, as well as providing effective wealth management financial solutions. Owns delivering an integrated suite of solutions designed to address financial needs of existing relationships, as well as being actively involved in new client acquisitions and new business development. Acquires new clients by following the sales process and by actively soliciting referrals and developing other internal and external sources. Success will be measured by one’s ability to meet revenue goals and deliver ongoing client satisfaction and retention targets.

Requirements

Bachelor’s degree.
6 years of client facing sales and relationship management experience with demonstrated ability to grow revenue and deliver satisfied clients.
6 years of banking and related financial services experience.
Outstanding written and oral communication skills are required.
Expert knowledge in banking services, to include credit is required.
Advanced knowledge of wealth management products and services is required.
Business and technical expertise are necessary; to include needs assessment, planning and analysis skills is required.
Proven ability to manage and deliver results in a complex environment is required.
Proven compliance record in previous roles.

Nice To Haves

CFP designation.

Responsibilities

Develops and strengthens client relationships within the client segment described above.
Seeks new business opportunities for all lines of business throughout the bank.
Grows revenues in accordance with agreed upon goals.
Maintains excellent levels of client service by executing a client request/solution within a specific turnaround time.
Participates in ongoing internal and client facing routines such as but not limited to annual tiered client contact requirements, to include compliance and regulatory activities.
Effectively interface with internal partners, such as but not limited to Credit, Deposits, Mortgage, Investments, Brokerage, and Small Business Banking to deliver needs based solutions.
Supports our data based marketing approach and integrated sales process.
Executes within appropriate risk and compliance guidelines