Private Banker-(Overland Park 143rd)

This job was posted by https://www.kansasworks.com : For more

information, please see: https://www.kansasworks.com/jobs/13323548

**HOW YOU\'LL CONNECT**

The Private Banker contributes to Landmark National Bank\'s high end

customer service standards by cultivating and advancing new and existing

business client relationships. They will serve as a direct point of

contact for clients, providing tailored financial solutions to meet

clients needs. The Private Banker must exhibit strong interpersonal

skills and maintain a deep understanding of all banking products in a

proactive approach to establish tailored, long term client relations.

They will partner closely with team, other bank divisions and bank

leadership to develop monitor and achieve bank goals.

**WHAT YOU\'LL DO**

• Loan analysis and decision making. Collect and analyze customer loan
  
  

applications, credit worthiness, collateral valuation and financial

statements to approve, decline, or recommend loans within guidelines

of the Private Banking Loan Policy. Ensure compliance with

regulatory guidelines and internal policies.

• **Branch Support & Internal Consultation** Serve as the primary
  
  

contact for branch employees when working with an existing business

client regarding their personal needs. Collaborate with an internal

specialist to create and implement solutions to meet clients needs

and contribute to branch performance.

• **Relation Ownership & Development** Act as co-owner of client
  
  

relationship, providing personalized financial service while staying

updated on the overall relationship with the bank. Resolve client

inquires and issues and conduct regular joint portfolio reviews with

the appropriate commercial teammates to ensure alignment with client

objectives.

• **Process Improvement & Product Offering** Leverage technology and
  
  

digital tools to streamline banking services, enhance efficiency,

and improve customer experience. Identify opportunities to improve

or add products and services that would meet current client demands

or better position the bank to obtain additional client

relationships.

• **Training & Communication** Communicate regularly with clients and
  
  

with the appropriate commercial teammates or branch staff, to help

ensure that the bank presents an educated and united front when

interacting with the customers. Communicate appropriately with

branch staff on clients needs, loan policies, and best practices

ensuring smooth transactions in all client relations.

• Develop and maintain positive relationships with all customers and
  
  

your team of bank associates.

• Support customer and Landmark National Bank success by promptly,
  
  

accurately, and confidentially completing the delivery of bank

products and services including, but not limited to accepting,

inputting, and closing consumer loan requests, opening and

maintaining accounts, data entry, issuing debit cards, resetting

online banking passwords, initiating wires, and completing second

day checklists.

• Accountable for implementing all regulatory requirements and
  
  

procedures.

• Utilize a 7 Step Conversation to promote bank products and services,
  
  

including role play, completing Weekly Checklist and Needs Solved

Sheets.

• Engage in Landmark National Bank Culture initiatives and team
  
  

success activities, including Daily Huddles, leading when assigned,

Weekly Rally Meetings, and Hoopla events.

• Manage professional improvement through the utilization of the
  
  

Quarterly Job Progress Plan and consistently meet Minimum, Target

and Optimum levels of performance.

• Represent the bank well in the community.
• Performs other duties and projects as assigned.