Senior Private Banker
Share
Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Summary:
The Sr. Private Banker is responsible for building a quality loan portfolio and revenue and deposit growth through joint calling with internal business partners and independent outreach as well as through the retention and expansion of existing relationships. This role serves as lead relationship manager for professional practitioners business owners and (executive) management team members and supports the entire member relationship by referring all relevant Wings products and services.
Essential Functions:
- Source new opportunities using strong networking and business development skills
- Participate in joint-calling efforts with the Business Development Commercial and Treasury Management teams to establish relationships with member business leaders
- Provide a member experience focused on the entire relationship
- Proactively manage existing portfolio to uncover and recommend additional solutions based on member need
- Maintain collaborative relationships with internal support teams to deliver an outstanding member experience
- Adhere to departmental policies and procedures and regulatory guidance stay abreast of new and updated regulations
- Achieve or exceed all loan deposit and revenue growth goals.
- Additional duties as assigned.
Qualifications:
- Bachelors degree preferred with 7-10 years of relevant lending and business development experience
- CFP CWS ChFC desired
- Required to obtain or possess a Mortgage Loan originator (MLO) unique qualifier (NMLS registration number). Must have the ability to successfully complete all MLO Registry requirements including passing background and credit checks and submitting to fingerprinting and to any other requirements of the rules enacted pursuant to the S.A.F.E. Act.
- Conversant in industry and financial planning topics
- Demonstrates understanding of and compliance with governing regulations and laws
- Ability to apply advanced mathematical concepts and problem-solving skills
- Ability to effectively communicate in all forms of correspondence and forums
- Bondable
Required Experience:
Senior IC
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
About Company
Building upon a long and proud tradition, Wings Credit Union has been dedicated to creating value for its members since 1938 with branches in Minnesota, Detroit, Seattle, Orlando and Atlanta.
