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For your reference, we have included the original job posting below.
Private Banker - Sales / Bus Dev - Relationship MGR
Job Number:
25349761
Company Name:
Confidential Company
Job Location:
Mobile, AL US
Job Category:
Sales & Sales Management
Salary:
$100K
Private Banker - Sales / Bus Dev - Relationship MGR
Position Description: Our client, a global banking powerhpouse, is expanding its deposit and lending services to serve the retail banking, private banking and commercial banking needs of its clients. Our client provides comprehensive services to its clients including credit & lending, deposits & cash management, annuities, insurance, retirement, brokerage, investment advisory, estate planning, and trust services. We are seeking high potential private banker candidates to consider the financial needs of the client and recommend private banking products to our clients. and their clients. Private Bankers will be assigned to a single high opportunity office, two offices or multiple offices in a Region.
Skills Required:
Partner with the Associate Private Banker(s) in the Private Bank Contact Center to provide FA and client private banking product, distribution and service support.
Partner with FAs to provide the best financial advice on private banking products to clients
Build product awareness and understanding among Financial Advisors, with emphasis on the high opportunity FAs.
Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new banking revenue.
Act independently in making financial recommendations on private banking products to the client.
Build, promote, market and maintain an adequate pipeline of opportunities to meet private banking revenue goals.
Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking opportunities with their clients.
Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives.
Act as the subject matter expert for all FA and Branch inquires on private banking products and client service offering direct or indirect solutions.
Understand competitive environment and develop strategies to retain and win new business.
Develop and implement product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice.
Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners.
Qualifications:
Minimum of 6-8 years of successful lending business development experience with an investment, commercial, private bank and/or sales.
Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products and commercial credit facilities.
Experience in understanding the financial needs of all types of clients.
Proven new business development / origination experience with Lending products is required.
Completion of formal credit training strongly preferred.
BA Required. MBA preferred.
Series 7, 63 (or 66) securities licenses required or to be obtained within 90 days of employment. We will provide training!
Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
Strong understanding of the suite of all Banking & Lending products including deposit and cash management products.
Ability to understand the financial needs of the retail brokerage clientele.
Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships.
Possess excellent business development and marketing skills and desire to consistently achieve top revenue results.
Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances.
Demonstrate positive initiative, leadership and comfort working in a fast paced environment
Detail orientation with strong organizational and analytical skills
Ability to train Financial Advisors on product suite
Possess excellent oral and written communication skills. Exceptional presentation skills.
Ability to meet deadlines and manage Financial Advisor and client expectations
Good collaboration skills in a team-oriented environment
Base salary in low six figures with commision and bonus opportunities. Base does not decrement over time.