Associate Private Banker

Job Description/Position Responsibilities

• Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
• Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support
• Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
• Aid in developing and implementing marketing campaigns
• Aid in the development and maintain adequate marketing pipelines to meet revenue targets
• Communicate new product and policy enhancements to FAs and branch staff
• Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners

Required Experience

• Minimum of 3 years of experience with an investment, commercial or private bank
• 2 years of client service, business development and/or Sales Desk experience
• Experience in understanding the financial needs of all types of clients
• Bachelor’s degree preferred, or relevant work experience

Skills/Abilities

• Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
• Excellent verbal and written communication skills
• Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
• Ability to understand the financial needs of the retail brokerage clientele
• Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
• Software proficiency (e.g., Word, Excel, PowerPoint)
• Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
• Strong interpersonal collaboration and team skills including working with cross-functional teams