Private Banker

Private Banker 4 page is loaded## Private Banker 4locations:
Stonebriar / Plano - Plano, TXtime type:
Full time posted on:
Posted Todayjob requisition :
R016102

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** JOB FUNCTION /

SUMMARY:

** Private Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning.
Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business.
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* ESSENTIAL DUTIES & RESPONSIBILITIES:

*** Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence
* Develops and grows a portfolio of important revenue generating client relationships
* Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth Management segments
* Generate external sales with new clients and screens leads following established policies and procedures to attain new revenue generating relationships
* Provides lending services to Private Wealth Management clients, and is responsible for loan recommendation and structuring negotiations with the borrower and internal officers
* Responsible for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate approval authority
* Gather and analyzes financial statements of prospective borrowers and makes recommendations to Senior Lenders/Credit Concurrence Officers regarding approval
* Ensures loan agreements are complete and accurate according to policy and assures timely loan closing and funding activities
* Negotiates terms and conditions of loans with clients
* Maintains current financial statements on borrowers & guarantors and prepares comprehensive credit files
* Responsible for managing risk within the loan and deposit portfolios by closely monitoring delinquencies, overdrafts, documentation and other signs of credit deterioration
* Actively monitors loan portfolio to ensure credit quality within the current and prospective loan portfolio
* Works closely with clients to identify financial needs through a consultative sales approach and review to provide appropriate solutions
* Accountable for attainment of goals set forth by management for revenue growth and production on loans, deposits, wealth management fee and financial plans
* Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
* Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
* Promotes and cross-sells other establishment products and services as appropriate to client requirements
* Monitors, maintains, and updates sales activity, pipeline and other pertinent information using sales management tools
* Stays active in community and professional groups as a means of potential client acquisition
* Stay abreast of and remain in compliance with all applicable regulatory guidelines that apply to these functions
* Participate in all applicable committees as assigned as a member and/or participant to insure knowledge relative to these activities is communicated to all levels of management.
* Remain in tune with industry best practices in regard to all functions
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* SUPERVISORY RESPONSIBILITIES:

** None
* * MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
*** Bachelor’s degree preferably in Business or related field required;
Master’s degree preferred.
* 10 years of experience in Private Banking,…