Private Banker I, Southwest Michigan - Saint Joseph, United States - 1st Source Bank

1st Source Bank

Verified Company

Saint Joseph, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

***Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to individuals.

ESSENTIAL REQUIREMENTS

Meets the credit needs of individuals seeking secured or unsecured loans.
Provides deposit related services to customers.
Cross sells retail and trust services.
Calls on potential and existing customers to develop new business by promoting company services and products.
Must have valid driver's license.
Completes all compliance training related to the position.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

EXPERIENCE/SKILLS

Two (2) three (3) years lending experience, preferably with at least one (1) year in business lending.
Knowledge of trust products and services.
Strong sales and proactive calling skills.
Strong relationship management skills.
Strong interpersonal skills to network with bankers in developing new business opportunities. Good PC skills

-proficiency in Microsoft Word and Excel essential.

Highly motivated.
Professional demeanor.
Ability to handle multiple tasks in a fastpaced environment.
Good written and verbal communication skills.

EDUCATION
Bachelors Degree preferred.

TRAVEL REQUIREMENTS
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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)