Large, growing National Financial Institution is adding to the team due to growth.  Company offers great teamwork atmosphere, work / life balance, and a career path. They are known for being people centric and for giving back to the community.

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!

As a Private Banking Officer with the Company, 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. 

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
• 3+ years of experience in industry
• Series 7, 63, & Group 1 Insurance licenses 
• 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

Compensation:  $60,000 -$75,000 plus commissions & Great Benefits