Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is closely managed. Works on projects/matters ... of limited complexity in a support role. Typically requires 0-2 years of related experience.More Show Less
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Position Purpose. . . This role works in partnership with the local Market Executive/President, Managing Director – RE Banking (Consumer RE Lending) and Managing Director - FCW to ensure their respective market meets its goals for portfolio management and growth in categories of residential real estate lending, small business banking, wealth referrals and core deposits. . Primary Responsibilities. . . Meet or exceed loan production, deposit & wea...
