Private Banking Relationship Manager

About the role

The main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit grown, revenue generation, and revenue growth.

Responsibilities

• Create and execute a written marketing plan with the aim of developing/expanding a portfolio of qualified client relationships through an active calling effort targeting individuals whose financial status falls within the parameters defined as the private banking target market
• Identify opportunities for the sale of investment management products and trust services
• Prepare and deliver client presentations
• Manage a portfolio of more than $30,000,000 and up to 350 relationships
• Make decisions within assigned lending authority or make and defend recommendations for the extension of credit that exceeds authority
• Manage banking component of client relationships in order to avoid principal loss
• Perform other duties as assigned

Requirements

• Strong knowledge of the banking industry
• Ability to meet specific sales and marketing goals
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required
• 6+ years financial services industry or Commercial Banking/Retail Personal Banking experience required

Skills

• Not specified

Benefits

• Employer sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits

Pay

Annual Salary: $105,000.00 - $123,500.00 (Amount based on relevant experience, skills, and competencies.)

Schedule

Full time