- Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
- Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.
- Be proactive in business development by engaging with prospective private banking members and inviting them to join TowneBank Private Banking as their primary bank.
- Be deposit driven with core relationship development focus and trusted advisor competencies to understand and discover complex needs and dynamics of high net worth financial relationships.
- Focus on bringing new private banking deposit relationships to the bank to meet minimum portfolio balances and complementing TFSG sales revenue objectives quickly, and within a stated period of time.
- Service existing portfolio in a proactive manner (identify opportunities). Retain and follow up with exquisite member service.
- Work closely with the entire relationship team to ensure professional service levels are met with a high sense of urgency.
- Share & leverage individual talents, creating a team environment and reputation that the marketplace views as superior; always protecting and operating in the spirit of our TowneBank brand.
- Properly maintain all relationship files, keeping them current from exceptions and updated communication.
- Partner with appropriate teammates and outside resources, as needed, to understand, anticipate and respond to all member needs quickly.
- Review, analyze and make decisions on requests from members for personal and small business credit needs.
- Promote TowneBank within the community by serving on boards and networking organizations within the medical, legal and professional communities.
- Represent the bank at sponsored community activities.
- Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
- Other duties as assigned.
- High sense of urgency and strong decision making abilities
- Previous banking experience
- Extensive knowledge of loan documentation and regulations
- Proven business development and sales skills
- Excellent communication skills and the ability to interact professionally
- High degree of personal integrity
- Goal oriented and self motivated
- Broad knowledge of all bank products and bank affiliates with a strong ability to promote and cross-sell
- Strong connections to and relationships with referral sources/center of influence in the market
- Build strong and respectful team relationships; can delegate appropriately to support to create workflow and calling efficiencies
- College degree in Business, Finance or Accounting
- Background in Private Banking, Trust or related field
- Retail and commercial lending experience
- Local market experience
- Proficient in proper account documentation, BSA requirements, research and resolution of complex issues
- Ability to listen well, is resolution driven in a positive manner and multi-task daily
- Proficient skills in Microsoft Word, Excel and Outlook
- Express or exchange ideas by means of the spoken word via email and verbally
- Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
- Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
- Not substantially exposed to adverse environmental conditions.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities
-
Private Banking Officer
1 week ago
TowneBank Cary, United StatesNC1-5000 ValeystonDr-Cary · Cary, NC 27519, USA · Description · TowneBank has a culture that: · Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bank ...
-
Bank Chief Financial Officer
1 week ago
Continental perspective group NC. inc. Raleigh, United StatesJob Description · Job Description · JOB TITLE: Chief Financial Officer · REPORTS TO: Chief Executive Officer · CLASSIFICATION: Full-Time, Exempt (Executive) · JOB PURPOSE: The Chief Financial Officer is responsible for directing the fiscal functions of the company in accordance ...
-
Eclipse Enterprises Cary, United StatesFor this responsible position, we are looking for an experienced lawyer (m/f/d) with relevant professional experience and ideally good knowledge of banking law - because it is important to skillfully examine complex legal issues. In addition to teamwork, consulting skills, and a ...
-
Biologist
1 day ago
US Food and Drug Administration White Oak, United States**Duties**: · - Analyzes the cause and significance of unexpected experimental results and modifies or redesigns techniques and methods as necessary. · - Determines the specific data needed and the best approach and methods to obtain the data. · - Practices and enforces safe labo ...
-
Office assistance
1 week ago
BlueNova Industries White Oak, United States"We produce high-quality acoustic solutions for renowned automotive manufacturers and are looking for individuals who want to develop with us. We are currently seeking you as Assistant / Commercial Clerk (m/f/d) · Location: Straubing · Your tasks: · Office management: coordi ...
-
Neurology Job Near Raleigh, NC
2 days ago
Atlantic MEDsearch Raleigh, United StatesExpanding Neuroscience Program is committed to recruiting another outpatient neurologist. You'll work alongside 6 Neurologists, 8 Neurosurgeons, Neurohospitalists, Neurointensivists & a large team of midlevel providers. Responsibilities involve a wide scope of outpatient neurolog ...
-
Manager (m/f/d) for the central department
2 weeks ago
Aurora Solutions Garner, AR, United States Freelance**Create processes with us that inspire** · We are proud to enable the apoBank - Germany's bank of health - to provide the best service quality for its customers. Together, we are working to establish a new standard for bank processes. To achieve this, we foster a work culture th ...
-
Assistant Vice President
1 week ago
Deutsche Bank Cary, United States Full timeJob Description: · JOB TITLE: Assistant Vice President - {[DB7361485]} · DB Global Technology, Inc. seeks an Assistant Vice President in Cary, NC to participate in the full Agile application development lifecycle, focusing on automated testing of Java applications, Microservic ...
-
Resource Solutions Cary, United StatesJob Title Principal Auditor, US Financial Risk – Credit Risk · Corporate Title Assistant Vice President · Location Cary, NC · Overview · Group Audit (GA) is a professional, business focused, proactive risk-based global function that operates with transparency, integrity, and inde ...
-
Senior Java Software Engineer
6 days ago
Deutsche Bank Cary, United StatesJob Title: Java Developer · Corporate Title: Assistant Vice President · Location: Cary, NC · Overview · The Cary development center has 60+ challenging Java and UI orientated roles. Server-side apps seek strong core Java with Spring and micro-services a plus. Full stack apps seek ...
-
NFRM Principal Auditor
1 week ago
Resource Solutions Cary, United StatesJob Title NFRM Principal Auditor · Corporate Title Assistant Vice President · Location Cary, NC · Overview · Our Non-Financial Risk Management team within Group Audit is part of the larger Chief Risk Office (CRO) global team that is responsible for the developing to the highest i ...
-
Senior Engineer
23 hours ago
Resource Solutions Cary, United StatesTitle: · Senior Engineer · Corporate Title: · Assistant Vice President · Location: · Cary, NC · Who We Are · In short – an essential part of The Bank's technology solution, developing applications for key business areas. · Our Technologists drive Cloud, Cyber and business te ...
-
Senior Engineer
1 week ago
Resource Solutions Cary, United StatesTitle: Senior Engineer · Corporate Title: Assistant Vice President · Location: Cary, NC · Who We Are · In short an essential part of The Banks technology solution, developing applications for key business areas. · Our Technologists drive Cloud, Cyber and business technology ...
-
Senior Engineer
2 weeks ago
Resource Solutions Cary, United StatesTitle · Senior Engineer · Corporate Title · Assistant Vice President · Location · Cary, NC · Who we are · In short – an essential part of The Bank's technology solution, developing applications for key business areas. · Our Technologists drive Cloud, Cyber and business technol ...
-
Deutsche Bank Cary, United StatesJob Title Lead Engineer-Archiving Strategy and Technology · Corporate Title Vice President · Location Cary, NC · Who we are · In short - an essential part of Deutsche Bank's technology solution, developing applications for key business areas. · Our Technologists drive Cloud, Cybe ...
-
Assistant Guest Service Mgr FT
4 days ago
Lowes Foods Cary, United StatesOverview · To gain the skills, knowledge, and expertise to be considered a successful Guest Service Manager. To supervise and ensure that every guest receives the fastest and most pleasant checkout experience possible through consistent execution and maintenance of Lowes Foods' G ...
-
NFRM Principal Auditor
5 days ago
Resource Solutions Cary, United StatesJob Title NFRM Principal Auditor · Corporate Title Assistant Vice President · Location Cary, NC · Overview · Our Non-Financial Risk Management team within Group Audit is part of the larger Chief Risk Office (CRO) global team that is responsible for the developing to the highe ...
-
Financial Center Manager Associate
1 week ago
Fifth Third Cary, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · The Financial Center Manager will participate in a comprehensive, customized on-boar ...
-
Customer Service Specialist
4 days ago
Beta Plus Technologies, Inc. Cary, United StatesMediant, a BetaNXT company, provides investor communications technology and technology-enabled solutions to banks, brokers, corporations, funds and investment managers. Mediant's innovative technology ensures regulatory compliance and creates opportunities to strengthen sharehold ...
-
Senior Java Software Engineer
3 days ago
Deutsche Bank Cary, United StatesJob Title: Java Developer · Corporate Title: Assistant Vice President · Location: Cary, NC · Overview · The Cary development center has 60+ challenging Java and UI orientated roles. Server-side apps seek strong core Java with Spring and micro-services a plus. Full stack apps ...
Private Banking Officer - Cary, United States - Towne Family of Companies
Description
TowneBank has a culture that:The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
