Senior Private Banker 4

Manages full-service banking relationships with high net worth customers and oversees a portfolio of highly complex accounts. Consults with customers regarding financial needs, recommends products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Analyzes financial, tax and credit needs of customers, monitors customers changing needs and recommends strategies that utilize company products/services. Develops customer base through cross-selling products and servicing existing clients, develops new business through interaction with external resources, keeps informed of changing market conditions. This is the most senior level individual contributor Private Banking job. Incumbents have an in-depth knowledge of product array, excellent sales/relationship management skills and consistently strong performance. Provides training and guidance to less experienced Private Bankers.
Minimum Qualifications


* Minimum Qualifications:Must have minimum of 5-10 years experience in PCS.
* Preferred Skills:Series 7 &66.