This person will call on high net worth individuals in the local market providing consumer loans, personal lines of credit, mortgage loans, home equity loans and gather deposits.
- Provide high level, high touch and personal banking relationship to high net worth individuals delivering unparalleled experiences.
- Manage a portfolio of client relationships including growth, retention and expansion.
- Source and develop new client relationships.
- Gather financial information, put together proposal and present to division head and credit committees for approval.
- Refer business to other areas of the bank to include commercial lending, commercial real estate lending, treasury management.
- Participate in professional associations and community actives to increase the bank’s visibility and enhance new business generating activities.
Deposit Growth
BS degree preferred.5+ years of experience in lending in a bank environment, preferably in private banking, consumer lending, business banking, treasury management or commercial banking.Must possess strong new business development experience and skills.Exceptional oral and written communication skills.Be comfortable with high net worth individuals as prospects and clients.Be comfortable with business owners and corporate executives.Be experienced in financial services in the local market with a successful track record.Knowledge and understanding of collateral, valuation, perfections and liquidation.Credit or underwriting experience a plus.