SUMMARY/OBJECTIVES

It is the responsibility of the Premier Private Banker I to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. The Private Banker will work with experienced Private Bankers and the Private Banking Manager during a 6 -12-month training period to learn all the functions of a Private Banker. Upon completion of the training period, the employee will be able to fully function as a Private Banker and will be assigned a portfolio to manage and revenue goals to achieve. Time spent during this period may consist of a combination of on-the-job, classroom, and on-line training.

ESSENTIAL FUNCTIONS

• On a rotational basis, shadows senior Private Bankers to gain understanding of the Private Banker role; may provide sales support to the senior Private Bankers to manage banking relationships with high-net-worth customers
• Recognize selling opportunities and effectively cross sell bank products and services. Refer business when appropriate
• Acknowledge/prioritize multiple customers’ demands to provide maximum service to all customers.
• Develop an understanding of cash management tools
• Handle confidential matters, miscellaneous projects, establish confidential records, and maintain files
• Assist and prepare credit spreads for loan requests. May assist with preparing loan documentation for loan closing
• Attend sales visits and customer calls with Private Bankers or Private Banking Manager. May be asked to independently make sales calls and bring in new Private Banking business once familiar with processes and procedures
• Through appropriate channels and community involvement, begins to develop a COI network
• Participates in and successfully completes all required training assigned (may be a combination of on the job, classroom, online and banking school)

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications, Education, and Certification Requirements

• Education: Bachelor’s degree in a related field (Finance, Management, Business Administration) or equivalent experience
• Experience: 2-5 years banking experience; 2 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.
• Certifications/Specific Knowledge: Excellent written/oral and interpersonal communications skills. Demonstrated understanding of basic financial accounting and analysis. Excellent organization, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines.
• Knowledge: Basic knowledge of bank operating systems. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is preferred.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position is in a private office.

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to come to meetings as needed.

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