Greene Resources
Overview
Position:
Private Banking Officer
Location: Raleigh, NC
Pay: Starting at $125,000/year
Experience: 10 years of banking experience is required.
Education: Bachelor’s degree.
Type: Full-time; Direct Hire
Greene Resources is seeking a
Private Banking Officer
to join a growing and dynamic team! The Private Banking Officer is responsible for developing profitable member relationships. Relationships to include loans, deposits, and other applicable products and services that generate interest and non-interest income for the bank.
Job Description
Develop and cultivate new private banking relationships to achieve targeted deposit income and ancillary product sales objectives.
Proactively manage and service the existing portfolio by identifying opportunities for growth and enhanced client engagement.
Collaborate with the sales team to maintain exceptional service standards, leverage individual strengths, and build a market reputation for excellence.
Ensure accurate and thorough maintenance of all relationship files.
Utilize internal and external resources, including other lenders and their teams, to anticipate and address client needs effectively.
Provide supervision and guidance to staff, if applicable.
Comply with all federal laws, rules, and regulations related to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).
Position Requirements
Proficient in Microsoft Word, Excel, and Outlook.
Extensive knowledge of loan documentation and regulatory requirements.
Strong understanding of bank products and affiliates, with the ability to effectively promote and cross-sell.
Demonstrated success in business development and sales.
Well-established connections with referral sources and centers of influence within the market.
Excellent communication skills with the ability to interact professionally at all levels.
Goal-oriented, self-motivated, and driven to achieve results.
High sense of urgency with strong decision-making abilities.
Greene Resources is part of
Array Corporation , the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
Note: We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
Referrals increase your chances of interviewing at Greene Resources by 2x
Get notified about new Private Banking Officer jobs in
Raleigh, NC .
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Private Banking Officer
Location: Raleigh, NC
Pay: Starting at $125,000/year
Experience: 10 years of banking experience is required.
Education: Bachelor’s degree.
Type: Full-time; Direct Hire
Greene Resources is seeking a
Private Banking Officer
to join a growing and dynamic team! The Private Banking Officer is responsible for developing profitable member relationships. Relationships to include loans, deposits, and other applicable products and services that generate interest and non-interest income for the bank.
Job Description
Develop and cultivate new private banking relationships to achieve targeted deposit income and ancillary product sales objectives.
Proactively manage and service the existing portfolio by identifying opportunities for growth and enhanced client engagement.
Collaborate with the sales team to maintain exceptional service standards, leverage individual strengths, and build a market reputation for excellence.
Ensure accurate and thorough maintenance of all relationship files.
Utilize internal and external resources, including other lenders and their teams, to anticipate and address client needs effectively.
Provide supervision and guidance to staff, if applicable.
Comply with all federal laws, rules, and regulations related to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).
Position Requirements
Proficient in Microsoft Word, Excel, and Outlook.
Extensive knowledge of loan documentation and regulatory requirements.
Strong understanding of bank products and affiliates, with the ability to effectively promote and cross-sell.
Demonstrated success in business development and sales.
Well-established connections with referral sources and centers of influence within the market.
Excellent communication skills with the ability to interact professionally at all levels.
Goal-oriented, self-motivated, and driven to achieve results.
High sense of urgency with strong decision-making abilities.
Greene Resources is part of
Array Corporation , the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
Note: We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
Referrals increase your chances of interviewing at Greene Resources by 2x
Get notified about new Private Banking Officer jobs in
Raleigh, NC .
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr