Private Banker

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Private Banker 4 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, delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business.

• 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 sound personal financial planning and advisory concepts to defined Private Wealth Management segments
• Generates 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 ensures 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
• Stays abreast of and remain in compliance with all applicable regulatory guidelines that apply to these functions
• Participates 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
• Remains in tune with industry best practices in regard to all functions

None

• Bachelor’s degree preferably in Business or related field required;
  Master’s degree preferred.
• 10 years of experience in Private Banking, Wealth Management and/or Wholesale Banking required.
• Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses for the state(s) where business is conducted are strongly preferred and will allow…