Private Banker
Core
Partner with Financial Advisors to provide cash management and lending solutions, build product awareness, and grow new revenue for high-net-worth clients.
Role type
Private Banker (Sales Team)
Builds
Cash management and lending products for high-net-worth clients
Domain
Wealth Management / Private Banking
Required skills
Lending business development, credit product expertise, new business origination, client profiling, pipeline management, competitive strategy, product marketing, training Financial Advisors
Preferred skills
Formal credit training
Technologies
Credit cards, residential mortgages, home equity lines of credit, securities-based loans, commercial credit facilities
Responsibilities
Partner with Financial Advisors to provide advice and cash management/lending solutions; Build product awareness among Financial Advisors; Profile client bases and identify business opportunities; Develop and present creative solutions for client transactions; Act as subject matter expert for Private Banking products; Develop product marketing strategies with Branch Management.
Seniority
Mid-Senior (7+ years experience)