Private Banking Officer
Private Banking Officer
Posted on :
24-08-2025
Employer Active
1 Vacancy
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Job Description
Overview
About the Role
Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions As aPrivate Banking Officer youll serve as a trusted advisor to a portfolio of affluent clients including attorneys CPAs physicians and entrepreneurs. Youll drive business growth by developing new loans and deposit relationships cross-selling bank products and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise relationship management skills and a commitment to excellence.
What Youll Do:
- Build Relationships:Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones.
- Drive Results:Meet or exceed individual sales and retention goals by expanding loans deposits and cross-selling bank products like Treasury Management Services.
- Deliver Solutions:Structure negotiate and close complex loan transactions while ensuring a deposit component is included in every new relationship.
- Provide Exceptional Service:Respond promptly to client requests delivering efficient and personalized service to meet their financial needs.
- Collaborate:Partner with internal teams (Risk Officers Treasury Management Client Services) to deliver a seamless full-service client experience.
- Manage Risk:Review and underwrite loan requests monitor portfolio quality and proactively address potential issues to minimize risk and ensure compliance.
- Engage in the Community:Represent the bank at social functions business development events and through association memberships to grow the Private Client Group clientele.
Qualifications
What Were Looking For
- Experience:810 years of lending experience with a proven track record of developing new loans and deposit business. Formal credit training preferred.
- Skills:Strong relationship management sales and marketing skills. Ability to structure and negotiate complex loan transactions.
- Education:Bachelors degree in Business Finance or a related field required. Masters Degree preferred.
- Client Focus:Commitment to delivering the highest level of client service with prompt and efficient responses to client needs.
- Knowledge:Strong understanding of financial products credit policies and the private banking market.
Why Join Us
- Be part of a team that values innovation collaboration and client success.
- Enjoy opportunities for professional growth and development.
- Make a meaningful impact by helping high-net-worth clients achieve their financial goals.
Education
- Bachelors Degree in Business Finance or related field.
Special Instructions to Candidates
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
- Please view Equal Employment Opportunity Posters provided by OFCCPhere.
- The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)
- Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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