- Provide specialized credit solutions and attract deposits from affluent clients.
- Utilize various methods to identify and onboard new potential clients.
- Develop and expand client relationships by leveraging organizational resources effectively.
- Oversee all private banking activities for high net-worth clients, ensuring exceptional service delivery.
- Set strategic objectives, including deposit and loan volume targets, and implement effective marketing initiatives.
- Lead operations, processes, and team development efforts to enhance private banking goals.
- Act as a consultant for complex credit decisions and manage a portfolio of highly intricate accounts.
- Identify and recommend loan opportunities, monitor changing customer needs, and implement tailored strategies using company products/services.
- Maintain awareness of and report any suspicious activities or fraudulent behavior.
- Advanced understanding of private banking policies, procedures, and operations.
- Proficiency in credit and deposit products with strong communication and relationship-building skills.
- Skilled in Microsoft Word, Excel, and Outlook with the ability to offer valuable advice to clients.
- Bachelor's degree in business, finance, accounting, or economics along with 5 years of commercial banking experience.
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SVP, Private Banker - Bixby, United States - Gateway First Bank
![Gateway First Bank](https://wjm.s3.amazonaws.com/aarp/uploads/%26no_logo..jpg)
5 days ago
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Description
Senior Vice President (SVP) - Private BankerJoin our prestigious team as a Senior Vice President (SVP) - Private Banker, where you will manage a portfolio of high-net-worth individuals, offering tailored banking solutions and strategies to meet their unique needs.
Requirements
Qualifications:
SVP, Private Banker
Special Job Dimensions:
Requires working under tight deadlines with confidential information.
NOTE:
This job description provides a general overview of the role and qualifications required, not an exhaustive list of responsibilities. Tasks may vary day-to-day, and major changes can occur as directed by management.