Private Banking Relationship Manager

Job Title: Private Banking Relationship Manager

FLSA Status: Exempt

Department: Private Banking

Hours of Operation: Monday – Friday, 40 to 45 hours per week

General Job Summary:

Manages full client relationships, providing financial services for specific or special banking needs, and develops new business.

Organizational Duties and Responsibilities:

• Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
• Supports all functions that maintain compliance with regulatory agencies.
  
  
  

Essential Duties and Responsibilities:

• Provide extensive personalized service to customers with specific or special banking needs
• Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
• Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
• Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB’s market share within the affluent customer segment
• Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
• Evaluate loan requests and approve credits within approved authority
• Submit credit requests above authorized limits to Division Manager
  
  
  

Other Functions:

• Support Bank’s commitment to community involvement by serving on external charitable Board of Directors and by attending functions
• Perform other duties as assigned
  
  
  

Working Conditions: Indoor, office environment with occasional travel as needed

Minimum Job Requirements:

Education: BS/BA in business, finance or related field and/or related experience in lieu of degree

Experience: Minimum of 2 years lending experience

Specific Skills:

• Proven ability to give exceptional customer service
• Proven business development experience
• Self-starter
• Excellent written and verbal communication skills
• Professional appearance and demeanor
  
  
  

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)
  
  
  

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as inclusive of all responsibilities, duties and skills required of personnel so classified. This job description does not constitute a contract nor does it alter the at-will status of the employer/employee relationship. EOE/ Minorities/Women/Vets/Disabled