Private Banking Relationship Manager

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.
• Maintain 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.
• 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 Accounts.
• Bank 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.