- Assess customer needs, identify opportunities andprovide the best advice to clients in conjunction with partners orindependently in making financial recommendations that best fit theclient's needs.
- Build and maintain an adequate pipeline ofopportunities to meet and exceed goals.
- Establish a reputation of excellence and execution.Gain confidence with all partners by assessing needs to fullydevelop banking opportunities with their clients.
- Act as the subject matter expert for all branchinquires on products and services offered.
- Understand competitive environment and developstrategies to retain and win new business.
- Work with and communicate effectively with branchmanagers, associates and all partners.
- Minimum Bachelor's Degree
- Minimum 3 years of financial services industryexperience with a commercial, investment or private bank
- Series 6 and 63 (or 66) securities licenses required.Series 7 preferred
- Provenbusiness development in partnership with centers of influence is a must
- Verygood understanding of local community needs and community involvementis required
- Knowledge of credit products including residentialmortgage products, home equity lines of credit and commercial creditfacilities
- Experience in understanding the financial needs of alltypes of clients
- Strong relationship building capabilities with clients,branch managers and associates, financial advisors, commercial andresidential loan officers and other product specialists
- Strong understanding of all banking and lending productsincluding deposit and cash management products
- Ability to efficiently, tactfully and professionallyscreen, manage and/or decline transactions while maintaining clientrelationships
- Possess excellent business development and marketingskills and desire to consistently achieve top results
- Maintain poise, presence and professionalism withaffluent clients in the most difficult circumstances
- Detail oriented with strong organizational andanalytical skills
- Possess excellent oral and written communication skills; exceptionalpresentation skills
- Ability to meet deadlines and manage clientexpectations
- Good collaboration skills in a team-orientedenvironment
- Completion of formal credit training strongly preferred
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Wealth Management Private Banker - Fremont, United States - Fremont Bancorporation
Description
Title: Wealth Management Private BankerJob Location: Fremont, CA
Hiring salary range: $86, $117,487.07 annual
Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2022 and for the past twelve consecutive years, Fremont Bank has an immediate opening for a Wealth Management Private Banker in Fremont, CA.
Position Overview
The Wealth Management PrivateBanker will partner with branch managers & associates, financialadvisors and commercial & residential loan officers to provide the bestfinancial advice on products and services to clients. They will acquire newhigh value clients and deepen existing client relationships by assessingdeposit, lending and investment needs.
Role and Responsibilities
