Private Banker
Core
Partner with Financial Advisors to provide cash management and lending solutions, build product awareness, and grow new revenue for clients.
Role type
Senior IC Private Banker (Lending & Cash Management)
Builds
Cash management and lending products for high-net-worth clients
Domain
Wealth Management / Private Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
lending business development, credit product expertise, new business origination, client financial needs analysis, pipeline management, product marketing strategy
Preferred skills
formal credit training, training Financial Advisors
Technologies
credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products, commercial credit facilities
Responsibilities
Partner with Financial Advisors to profile client base and identify business opportunities; Develop and present creative solutions for client transactions; Establish reputation of execution and excellence as subject matter expert; Understand competitive environment to retain and win new business; Develop product marketing strategies with Branch Management; Screen, manage, and decline transactions professionally
Seniority
Senior, hands-on IC