Jobs · Finance · Georgia

Premier Private Banker I

SouthState Bank · Savannah, GA · 2 wk ago
FinanceFull-time

About the role

As a Premier Private Banker I at SouthState, you will take ownership of all tasks and challenges in your assigned position. You will develop new Private Banking business through sales efforts, manage a complex loan and deposit portfolio, and provide superior client service. Your role includes analyzing financial information to evaluate the creditworthiness of loan requests, compiling complete and accurate loan packages, and selling or cross-selling additional bank products and services. You will ensure all loans comply with state and federal regulations and bank policies and procedures.

Work Location: 25 Bull Street #100, Savannah, Georgia 31401

Responsibilities

  • Develop new Private Banking business through proactive sales efforts.
  • Manage a complex loan and deposit portfolio while delivering superior client service.
  • Analyze financial information to assess the creditworthiness of loan requests.
  • Compile and ensure the completeness and accuracy of loan packages.
  • Sell and cross-sell additional bank products and services to clients.
  • Ensure all loans adhere to state and federal regulations and bank policies and procedures.

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