Manages a deposit portfolio for high net worth individuals or businesses of approximately $10 - $20 million in revenues. Also manages a loanportfolio of commercial/business and mortgage loans. This position does not underwrite loans.
Demonstrates expertise in financial services and acts as a knowledgeable resource for the Bank's most valued clients and potential clients in this area. This position is responsible for developing deposit and lending relationships with clients; promoting business for the Bank through relationship building opportunities; maintaining good client relations and referring clients to appropriate staff for new services. This position is responsible for providing exceptional service to the Bank’s high value clients facilitating ease of doing business and enhancing the client experience.
Bachelors degree in business and/or finance from an accredited college or equivalent work experience.
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