3 Jobs in Duluth, GA
NPAworldwide is Hiring a Senior Private Banker Near Duluth, GA
Handles the largest, most profitable customer relationships within the department.
Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.
Team CultureWe understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.
Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.
How You'll Spend Your Time
- You will use your business savvy to identify new prospects and develop new business.
- Youll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.
- You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance.
- You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
- Bachelor's degree in Business, Finance, Economics or Accounting
- Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus.
- Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
- Demonstrated sales and marketing abilities.
- Strong interpersonal, verbal, and written communication skills
- Candidates for this position must possess a minimum of 10 years experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment.
We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.
Salary Type : Annual Salary
Salary Min : $ 115000
Salary Max : $ 250000
Currency Type : USD
Job Summary
Full Time
Business Services
$114k-146k (estimate)
05/31/2024
06/24/2024
npaworldwide.com
GRAND RAPIDS, MI
50 - 100
1956
Private
DAVE NERZ
$5M - $10M
Business Services
Related Companies
About NPAworldwide
NPAworldwideprovides staffing & recruiting services.
The job skills required for Senior Private Banker include Products and Services, Written Communication, Wealth Management, Banking Services, Bank Operations, Accounting, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Private Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Private Banker. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Private Banker positions, which can be used as a reference in future career path planning. As a Senior Private Banker, it can be promoted into senior positions as a Private Banking Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Private Banker. You can explore the career advancement for a Senior Private Banker below and select your interested title to get hiring information.
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