1 Private Banking Officer Job in White Plains, NY
Orange Bank & Trust Company is Hiring a Private Banking Officer Near White Plains, NY
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
OTHER RESPONSIBILITIES
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Job Summary
Full Time
Banking
$102k-138k (estimate)
04/25/2024
06/23/2024
orangebanktrust.com
MIDDLETOWN, NY
100 - 200
1892
Public
JOHN H MORRISON
$50M - $200M
Banking
Related Companies
About Orange Bank & Trust Company
Orange Bank and Trust is a financial institution that provides commercial and personal banking products and services for individuals and businesses.
The job skills required for Private Banking Officer include Prospecting, Customer Contact, Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Banking Officer. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Banking Officer. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Banking Officer positions, which can be used as a reference in future career path planning. As a Private Banking Officer, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Banking Officer. You can explore the career advancement for a Private Banking Officer below and select your interested title to get hiring information.
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