As a Private Banking Officer II, you will be responsible for providing a full range of financial services available through this fantastic Bank to existing high value individual clients or those who have high potential to be a Private Banking customer. 

The Bank is large, with double digit growth and an incredible presence in the market. The teams are one of collaboration – no crazy quotas. Enjoy coming to work!

Responsibilities:

• Developing, managing, retaining, and expanding client relationships within the affluent markets 
• Generating new business
• Making sales calls to clients; prospects and engaging in pre-call and post-call planning and strategy review; 
• Monitoring and managing client's existing credit relationships by reviewing current loan portfolio on a regular basis;
• Identifying and recommending products and services best suited to meet clients' needs; developing and Maintaining excellent working relationship with credit underwriting team; 
• Participating in community and professional activities to expand personal network of business contacts;
• Opportunity to lead great teams!

Qualifications:

• Bachelor’s degree or equivalent work experience
• 5+ years of experience in industry
• Series 7, 63, & Group 1 Insurance licenses (or attainment within 6 months).
• Understanding of lending practices and loan servicing requirements for personal finance needs
• Knowledge of client benefits offered by brokerage, investment mgmt., trust, and insurance 
• Experience in managing a portfolio of affluent and high net worth clients
• Proven record of success in cultivating new relationships
• Outstanding interpersonal, calling, sales, and negotiation skills
• Excellent verbal, written, communication, organizational, and customer service skills
• Proficient in Microsoft computer applications.
• Property and Casualty license, and/or Certified Financial Planner designation, Certified Wealth Strategist designation are a plus

$80,000 - $100,000 + Commissions & Great benefits!