Private Banking Relationship Manager

Zions Bancorporation   •  

Idaho Falls, ID

Industry: Finance & Insurance

  •  

5 - 7 years

Posted 41 days ago

This job is no longer available.

Description

  • Acts a the principal account and relationship manager for new and existing clients.
  • Focuses on generating, managing and servicing a portfolio of clients.
  • Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
  • Responsible for credit analysis and proper loan structuring.
  • Responsible to maintain a high level of client satisfaction.
  • Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
  • Calls on existing relationships to review portfolios and makes recommendations as needed.
  • Other duties as assigned.



Qualifications

  • Requires a Bachelor's and 6+ years experience with lending, sales, banking products and services, or other directly related experience.
  • A combination of education and experience may meet requirements.
  • Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
  • Ability to display sound judgment.
  • Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
  • Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
  • Excellent interpersonal and communication skills, both verbal and written.
  • Commitment to a high degree of service quality.
  • Advanced computer skills including word processing and spreadsheet software.