Job Description

Job Summary: We are seeking a highly qualified candidate with over 5 years of in-market experience to target high net worth individuals and professional practices, such as legal and medical sectors. This pivotal role will collaborate closely with Wealth Management/Private Bankers to devise a comprehensive financial strategy.

Key Responsibilities:

• Maintain and service assigned portfolios, ensuring customer satisfaction and cross-selling other bank products.
• Keep close contact with customers to anticipate and follow up on additional financing needs.
• Monitor credit quality and report any significant changes.
• Negotiate and structure credit facilities in line with the bank’s credit policies and lending practices.
• Prepare and present credit packages for approval.
• Attend loan closings to guarantee proper execution.
• Manage customer transactions, including advances, payments, and wire transfers.
• Maintain current financial information for all clients, ensuring proper analysis and documentation.
• Develop a prospective customer list and follow up to generate new business.
• Solicit new business opportunities and meet sales goals.

Required Skills:

• Proficient in credit underwriting, basic accounting, and loan documentation.
• Strong computer skills with proficiency in Microsoft Word, Excel, and Outlook.
• Excellent interpersonal skills to interact with customers and prospective clients.
• Effective time management and mathematical skills.
• Proven ability to sell, negotiate, and achieve sales targets.
• Strong credit and administrative capabilities.
• Competent in report writing and business correspondence.
• Skilled in presenting information and responding to queries

Required Experience:

• A High School Diploma with a minimum of 10 years of related experience, or a Bachelor’s Degree in a related field with equivalent experience.
• Active community and/or industry involvement within the territory.
• A Bachelor’s Degree with over 10 years of related experience is preferred.

Job Tags

Similar Jobs