Private Banking - Relationship Manager
Stock Yards Bank & Trust, Carmel, IN, United States
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.
Job Title Private Banking Relationship Manager
FLSA Status Exempt
Department Private Banking
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 SYB 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 SYB’s 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
Minimum Job Requirements 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
Proven business development experience
Self-starter
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)
Benefits
401(K) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer/Disease insurance
Accident insurance
Flexible Spending Accounts
Flexible Savings Accounts
Health Savings AccountsBank paid Life/AD&D insurance
Voluntary Life/AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
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Job Title Private Banking Relationship Manager
FLSA Status Exempt
Department Private Banking
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 SYB 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 SYB’s 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
Minimum Job Requirements 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
Proven business development experience
Self-starter
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)
Benefits
401(K) with a company match of up to 6%
ESOP employer match
Medical insurance
Dental insurance
Vision insurance
Cancer/Disease insurance
Accident insurance
Flexible Spending Accounts
Flexible Savings Accounts
Health Savings AccountsBank paid Life/AD&D insurance
Voluntary Life/AD&D insurance
Bank paid Short-Term and Long-Term Disability insurance
Employee Stock Purchase Plan
Employee Assistance Program
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