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Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management.
Job Responsibility:
Developing, managing, and retaining full service relationships with high income/high net worth private banking clients
Provides advice, counsel, and high level customer service to meet the financial needs of clients
Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements
Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management
Requirements:
Bachelor's degree, or equivalent work experience
Ten or more years of private wealth management experience in the financial services industry
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Subject to required registration process, including a criminal background and credit check
Nice to have:
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
Strong networking and business development skills
Ability to partner with clients to identify and service unique customer needs
Well-developed analytical and problem-solving skills
Ability to make critical decisions independently
Excellent presentation, verbal and written communication skills
What we offer:
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
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law