PWM Private Banker

About the role

Private Wealth Management (PWM) Private Banking develops, manages, and retains full service relationships with high income/high net worth private banking clients. Advisors provide advice, counsel, and high-level customer service to meet the financial needs of clients. They manage net portfolios in compliance with banking regulations, policies, and procedures, ensuring credit quality and adherence to credit policy requirements.

Responsibilities

• Develop, manage, and retain client relationships for Private Wealth Management
• Support standards for managing net portfolio in compliance with banking regulations, policies, and procedures
• Provide advice, counsel, and high-level customer service to meet the financial needs of clients
• Manage and advise on private banking products and services
• Identify and service unique customer needs through strong relationship management and networking skills
• Make critical decisions independently with advanced analytical and problem-solving skills
• Present, verbally, and write effectively to communicate with clients and colleagues

Requirements

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Preferred Skills/Experience

• Strong relationship management and lending skills
• Strong sales and new business development skills
• Advanced knowledge of Private Wealth Management products and services
• Expert knowledge of private banking products and services, including credit processes
• Well-developed analytical and problem-solving skills
• Excellent presentation, verbal, and written communication skills

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

$126,820.00 - $149,200.00