Sr Private Client Relationship Officer

Job description

The Private Banking Relationship Officer is primarily responsible for building and maintaining relationships with new and existing high net worth members. This position is accountable for deposit, loan, and revenue growth as well as referral business to other areas of the Credit Union. The position requires the management of complex financial solutions and transactions. Qualifications: Bachelor's Degree or equivalent experience. Minimum 5-9 years of' work experience in Private Client banking or investment management. Ability to work under pressure and in an organized manner. Excellent communication and people skills. - Build and manage banking relationships with high-net-worth members while delivering a high value member experience. - Proactively investigate opportunities to expand Private Client market share by working with prospects and existing members. Work closely with Credit Union partners in the business area and other internal sources. - Develop, generate and follow-up on new member leads through various channels, including self-sourced prospects, existing members, and referrals from other departments. - Conduct periodic reviews with members to determine additional products...