Private Banking Relationship Manager I/II

Job description

Overview Provide a concierge delivery of financial services through a superior level of hands-on contact for the “BEST” customers of the Bank. These clients are high income earners, or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. This position may be filled as a Level I or II. Additional responsibilities and qualifications apply. Responsibilities: - Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests - Services a loan portfolio, including credit and collateral exceptions and past dues - Work with partners to provide deposit solutions and other retail services to meet the needs of our clients - Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services - Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions. - Maintain profe...