Private Banking Relationship Manager - Tucson (AZ)

Essential Functions

• Works as a team to holistically deliver all services of wealth management.
• Focuses on building a portfolio of high-net-worth clients by leveraging your external network.
• Responsible for generating, retaining and expanding business in the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Responsible for credit analysis and proper loan structuring.
• Able to build strong, trusting internal partnerships.
• Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
• Calls on existing relationships to review portfolios and make recommendations as needed.

Qualifications

• Requires a Bachelor's and with 6+ years’ experience with lending, investments, sales, banking products and services or other directly related experience.
• An advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
• Ability to display sound judgment.
• Strong sales, self-management, credit analysis, loan structuring, and relationship management skills.
• Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
• Excellent interpersonal and communication skills, both verbal and written.
• A commitment to a high degree of proactive service quality.
• Intermediate computer skills including Salesforce, excel, word processing and spreadsheet software.
• FINRA Licensing is a plus but not necessary (SIE, Series 7, Series 66 and State Life/Health Insurance).

Benefits

• Mental health benefits include coaching and therapy sessions.
• Tuition Reimbursement for qualifying employees.
• Employee Ambassador preferred banking products.