As a
Preferred Banker, you will be the primary contact with clients and responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations. You will build professional relationships with our clients to establish repeat and referral business. Responsibilities include, but are not limited to:
- Cultivate and maintain relationships with the upper-tier, high net-worth individuals on an ongoing basis. Maintain relationships with centers of influence in the market.
- Drive revenue by continually prospecting for strong clients and financially sound deals.
- Develop self-sourced deposit and loan opportunities and grow new wealth management assets.
- Cross-sell the Bank's offerings including business banking as well as trust services and investment management.
- Manage large client portfolio including large complex client relationships. Effectively manage their time and prioritize efficiently to handle the demands of a large and demanding client base.
- Understand and manage all aspects of clients' depository accounts with Bank. This includes, but is not limited to, opening/closing/superseding accounts, check orders, stop payments, managing exceptions, adjustments/reversals, account analysis and return items.
- Act as a liaison with other departments of the bank to provide stellar service to the banks internal and external clientele.
- Provide a high level of customer service to current and potential clients to exceed client expectations.
- Posess a thorough knowledge of all the services offered and have a good understanding of account analysis.
- Regularly communicate with clients to conduct needs analysis to identify potential areas for improvement or new opportunities to better align their banking services to their evolving financial needs.
- Manage operational and organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements.
Candidates for this position must possess a minimum of 5 years' experience in Retail, Commercial, or Private Banking and a work history that reflects a solid record of accomplishment of building and administering relationships in this environment. Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of professionals, successful entrepreneurs and corporate executives.
Benefits: We offer a generous comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.
Salary Range: $65,000 - 125,000 per year. The compensation range for this position represents the minimum and maximum base salary for this role. Actual compensation will vary based on factors including experience, skills, qualifications, location, education, and business needs. This position may also be eligible for additional bonuses, where applicable.
