Private Banker

Position Title: Private Banker 2 Business Unit: Private Banking Reports To: Varies Based on Assignment Position Overview This position is primarily responsible for marketing private banking services to business owners and executives, professionals and Centers of Influence (COI) within their assigned region. The incumbent manages private banking client relationships to achieve a high level of client satisfaction and to develop banking, wealth and insurance cross sell opportunities and interacts with other bankers and associates to achieve service objectives. Primary Responsibilities Markets private banking products and services to business owners and executives, professionals and Centers of Influence (COI) within an assigned geographic region. Constructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services. Analyzes and evaluates personal financial statements, tax returns, credit bureau reports, appraisals and other credit-related documentation in support of gaining approval for mortgage and consumer loan requests. Minimum Education : BA or BS Minimum Years Experience : 5 Special Skills : Excellent organizational, analytical and interpersonal skills, Excellent communication skills, both written and verbal, Detail-oriented, Excellent customer service skills, Ability to use a personal computer and job-related software. Equal Employment Opportunity (EEO)

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