Private Banking Relationship Manager
Field & Main Bank, Henderson, KY, United States
Position:
Private Banking Relationship Manager
Location:
Henderson, KY
Job Id:
405
# of Openings:
0
Job Title:
Private Banking Relationship Manager
FLSA Status:
Exempt
Hours of Operation:
Monday – Friday, 40 to 45 hours per week
General Job Summary: Manages full client relationships, providing financial services for specific or special banking needs, and develops new business.
Organizational Duties and Responsibilities:
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
Provide extensive personalized service to customers with specific or special banking needs
Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of products and services in a highly consultative, needs based manner
Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
Execute prospecting and sales plan in a manner that is proactive and designed to increase market share within the affluent customer segment
Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
Evaluate loan requests and approve credits within approved authority
Submit credit requests above authorized limits to Division Manager
Other Functions:
Support Bank’s commitment to community involvement by serving on external charitable Board of Directors and by attending functions
Perform other duties as assigned
Working Conditions: Indoor, office environment with occasional travel as needed
Education: BS/BA in business, finance or related field and/or related experience in lieu of degree
Experience: Minimum of 2 years lending experience
Specific Skills:
Proven ability to give exceptional customer service
Excellent written and verbal communication skills
Professional appearance and demeanor
Physical requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as inclusive of all responsibilities, duties and skills required of personnel so classified. This job description does not constitute a contract nor does it alter the at-will status of the employer/employee relationship.
EOE/ Minorities/Women/Vets/Disabled
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Private Banking Relationship Manager
Location:
Henderson, KY
Job Id:
405
# of Openings:
0
Job Title:
Private Banking Relationship Manager
FLSA Status:
Exempt
Hours of Operation:
Monday – Friday, 40 to 45 hours per week
General Job Summary: Manages full client relationships, providing financial services for specific or special banking needs, and develops new business.
Organizational Duties and Responsibilities:
Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
Provide extensive personalized service to customers with specific or special banking needs
Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of products and services in a highly consultative, needs based manner
Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
Execute prospecting and sales plan in a manner that is proactive and designed to increase market share within the affluent customer segment
Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
Evaluate loan requests and approve credits within approved authority
Submit credit requests above authorized limits to Division Manager
Other Functions:
Support Bank’s commitment to community involvement by serving on external charitable Board of Directors and by attending functions
Perform other duties as assigned
Working Conditions: Indoor, office environment with occasional travel as needed
Education: BS/BA in business, finance or related field and/or related experience in lieu of degree
Experience: Minimum of 2 years lending experience
Specific Skills:
Proven ability to give exceptional customer service
Excellent written and verbal communication skills
Professional appearance and demeanor
Physical requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Primarily sedentary work performed in an office environment
Ability to sit for extended periods of time while working at a computer
Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
Visual acuity sufficient to read computer screens, printed documents, and financial data
Occasional standing, walking, bending, or reaching
Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as inclusive of all responsibilities, duties and skills required of personnel so classified. This job description does not constitute a contract nor does it alter the at-will status of the employer/employee relationship.
EOE/ Minorities/Women/Vets/Disabled
#J-18808-Ljbffr