Help drive the growth of our Northwest Indiana Private Banking Team. Build lasting relationships with high-net-worth clients, deliver tailored banking and lending solutions, and help expand our presence in a growing market. In this role, you'll use your relationship-building and financial expertise to attract, serve, and grow a portfolio of clients while uncovering opportunities to help them achieve their financial goals. Partner across the organization to provide exceptional solutions, generate new business opportunities, and make a visible impact on the continued growth and success of the team. This is an opportunity to help shape the future of our Lake County market, grow your career, and contribute to a team with strong momentum and significant expansion opportunities.
POSITION SUMMARYResponsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals.
ESSENTIAL REQUIREMENTS- Establishes relationships to provide for their financial needs.
- Ensures quality customer service on assigned accounts.
- Analyzes credit and financial information of customers as a basis for recommending other financial services.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONSPerforms all other duties as assigned.
EXPERIENCE/SKILLS- Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending.
- Strong relationship management skills.
- Strong sales and proactive calling skills.
- Great verbal and written communication skills.
- Strong PC skills--proficiency in Microsoft Word and Excel essential.
- Highly motivated.
- Professional demeanor.
- Ability to handle multiple tasks in a fast-paced environment.
- Strong interpersonal skills to network with bankers in developing new business opportunities.
EDUCATIONBachelors Degree preferred.
TRAVEL REQUIREMENTSAbility to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.
PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENTMS Office PC, fax, phone and standard office equipment.
