LatAM Team Private Banker - Columbia Market
LatAM Team Private Banker - Columbia Market
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
We are looking a private banker with relations in the Columbia market and a book of business. Some of the responsibilities are:
Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship
Acts as the principal business development officer including client acquisition cross sales of deposits loans and investment services
Building the balance sheet and P & L of their team
Proactively advise and consult with clients explaining the types of financial services available educating them about investment options and potential risks and recommending investments
Monitor the performance of client accounts to ensure the accounts are behaving positively and meeting clients needs
Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals
Work closely with Private Banking Assistants to serve client accounts effectively and efficiently
Adherence and compliance with all policies procedures regulations audit standards and risk guidelines.
Qualifications :
Bachelors Degree in Business
8 years experience of credit and lending experience for high net worth individuals in Private Banking and/or Wealth Management
FINRA Series 7. 66/63 securities licenses are a plus but not required
Proven experience with deposit gathering
Understanding of underwriting for business loans and real estate loans
Knowledge of Federal lending regulations
Strong understanding of banking brokerage and lending products
Experience in understanding the financial needs of High Net Worth clients
Excellent business development and marketing skills
Ability to meet deadlines and manage expectations
Excellent written and verbal communication skills
Additional Information :
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed.
All your information will be kept confidential according to EEO guidelines.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position except where doing so would result in undue hardship to the Bank:
- Those with a known mental or physical disability.
- Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
- Victims of domestic violence sex offenses or stalking.
- Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case the Bank will engage in a good faith written or oral dialogue concerning the individuals accommodation needs; potential accommodations that may address the individuals accommodation needs including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition the Bank will maintain any information regarding the employees request and status in the strictest confidence except as requested by the employee as required on a need-to-know basis or as otherwise required by law.
We are operating on a Hybrid schedule.
IDB BANK INCLUDING ITS SUBSIDIARIES AND DIVISIONS PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE COLOR RELIGION SEX SEXUAL ORIENTATION NATIONAL ORIGIN AGE DISABILITY GENETIC STATUS CITIZENSHIP STATUS MARITAL STATUS MILITARY OR VETERAN STATUS CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
