Private Banking Relationship Manager I/II
Trustmark Bank, Jackson, MS, United States
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 professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further professional development.
Provide financial and banking advice and counseling through a team approach to Trustmark’s “BEST” clients.
Perform additional duties as assigned.
Additional Responsibilities For Level II
Cross‑train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
Qualifications
Four‑year college education or equivalent work experience.
5 years banking experience or related work experience to include previous lending experience
Knowledgeable of Private Banking and the bank financial products and services
Knowledge of deposit and loan products, as well as bank policy
Knowledge of document preparation and new accounts systems
Knowledge of negotiable instruments
Complete understanding of the requirements of properly securing a loan
Familiar with state and federal regulations and bank policies relating to credit
Knowledge of sales principles
Knowledge of Basic investment strategies implemented by High net worth clients
Knowledge of Basic estate planning strategies implemented by High net worth clients
Knowledge of Basic insurance strategies implemented by High net worth clients
Superior judgment in making loan decisions
Experience dealing with sophisticated clientele
Experience in recognizing and handling troubled loans and problem customers
Thorough knowledge and understanding of loan and deposit debits and credits
Strong analytical ability
Advanced interpersonal skills
Must possess effective verbal and written communication skills
Proven ability to build relationships
Customer contact and sales and service skills
Ability to work with others
Ability to lead the work of others
Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
Bank branch work preferred
Previous investment experience with 7, 63 or 66, and insurance licensure preferred
Additional Qualifications For Level II
7 years banking experience or related work experience to include previous lending experience
Thorough knowledge of Private Banking and the bank financial products and services
Preferably commercial lending banking experience or related work
Physical Requirements / Working Conditions Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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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 professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further professional development.
Provide financial and banking advice and counseling through a team approach to Trustmark’s “BEST” clients.
Perform additional duties as assigned.
Additional Responsibilities For Level II
Cross‑train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
Qualifications
Four‑year college education or equivalent work experience.
5 years banking experience or related work experience to include previous lending experience
Knowledgeable of Private Banking and the bank financial products and services
Knowledge of deposit and loan products, as well as bank policy
Knowledge of document preparation and new accounts systems
Knowledge of negotiable instruments
Complete understanding of the requirements of properly securing a loan
Familiar with state and federal regulations and bank policies relating to credit
Knowledge of sales principles
Knowledge of Basic investment strategies implemented by High net worth clients
Knowledge of Basic estate planning strategies implemented by High net worth clients
Knowledge of Basic insurance strategies implemented by High net worth clients
Superior judgment in making loan decisions
Experience dealing with sophisticated clientele
Experience in recognizing and handling troubled loans and problem customers
Thorough knowledge and understanding of loan and deposit debits and credits
Strong analytical ability
Advanced interpersonal skills
Must possess effective verbal and written communication skills
Proven ability to build relationships
Customer contact and sales and service skills
Ability to work with others
Ability to lead the work of others
Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
Bank branch work preferred
Previous investment experience with 7, 63 or 66, and insurance licensure preferred
Additional Qualifications For Level II
7 years banking experience or related work experience to include previous lending experience
Thorough knowledge of Private Banking and the bank financial products and services
Preferably commercial lending banking experience or related work
Physical Requirements / Working Conditions Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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