Senior Private Banker - Palm Beach Gardens, United States - WolfCreek Consulting

WolfCreek Consulting Palm Beach Gardens, United States

3 weeks ago

Description

Job Description

Job Description

Overview:

The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs.

Meets and exceeds goals by developing new loans and depository business from prospects and existing clients. Cross-sells bank products, including but not limited to Treasury Management Services.

The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship.

Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service.

Responsible for the development of Private Client Group clientele through business development calling efforts, social functions and association memberships.

Principal Duties & Responsibilities:

Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance.

Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank's strategic goals.

Requires significant marketing presentation, sales and relationship building skills.

Maintains an active calling program with prospects, existing clients and referral sources. Participates in outside activities through business and civic organizations that reflect and define the Private Banking market.

Manages and develops loan and deposit account relationships. Responds to all client requests on a timely basis providing prompt and efficient service.

Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other.

Makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc.

If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank.

Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the bank's credit policies and criteria in loan decisions.

With independent analysis, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum.

Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. Submits timely and accurate reports as required.

Reviews account relationships on an ongoing basis to determine financial needs of clients (i.e. Treasury Management Services, etc.) and actively cross-sells all of the bank's products and services.

Reviews all loan requests, coordinates and actively participates in the underwriting process, ensuring adherence to the bank's credit policies and procedures.

Obtains all necessary approvals on new credit requests or modifications.

Maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum. Ensures full compliance with loan terms. Promptly alerts management of any problems in the portfolio.

Provides accurate and timely responses to requests for information from Enterprise Risk Department as it pertains to high-risk reviews and CIPs (Client Information Profiles).

Qualifications:

10 years of lending experience.

Meets and exceeds goals by developing new loans and depository business from prospects and existing clients.
Cross-sells bank products, including but not limited to Treasury Management Services.
Formal Credit training preferred

The individual will structure, negotiate and close loan transactions while assuring that a deposit component is prevalent in every loan transaction and new relationship.

Individual is expected to deliver the highest level of client service to the client base while responding to all client requests on a timely basis by providing prompt and efficient service.

Responsible for the development of Private Client Group clientele through business development calling efforts, social functions and association memberships.

Education:
Bachelor's degree in Business, Finance or related field.

#J-18808-Ljbffr

Senior Private Banker

3 weeks ago

Wolfcreek Consulting Inc Palm Beach Gardens, United States

Job Description · Job DescriptionOverview: · The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but not limited to Attorneys, CPAs, Physicians and entrepreneurs. Meets and exceeds goals by developing new loans and ...
Private Banker

1 day ago

CIBC Palm Beach, United States

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
Relationship Banker I

2 weeks ago

Regions Bank Palm Beach Gardens, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
Investment Manager

3 weeks ago

ONE SEARCH West Palm Beach, United States

Our client is an entrepreneurial developer, owner, operator of renewable energy and energy storage projects, backed by significant private markets investment. · As a part of firm-wide growth initiatives, the firm is currently looking to make their first full-time hire dedicated ...
Community Outreach Specialist

2 weeks ago

First Horizon Bank North Palm Beach, FL, United States Full time

Provide assistance to the Commercial and Private Banking Relationship Managers · Provide Commercial Lending Support to Commercial Relationship Managers · ~Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions ...
Relationship Banker I

2 weeks ago

Regions Bank Lake Worth Beach, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
Investment Manager

3 weeks ago

One Search West Palm Beach, United States

Our client is an entrepreneurial developer, owner, operator of renewable energy and energy storage projects, backed by significant private markets investment. · As a part of firm-wide growth initiatives, the firm is currently looking to make their first full-time hire dedicated ...
Tax Senior Manager

3 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
Tax Support Specialist

3 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
Tax Managing Director

3 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
2025 Tax Winter Intern

3 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · About our Private Client Services (PCS) Team · The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operatin ...
2025 Tax Staff I

3 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is on ...
PBO Assistant Manager

2 days ago

First Republic West Palm Beach, United States

**PBO Assistant Manager** · **Overview** · At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our ...
Tax Senior Manager

2 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
Tax Manager

3 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Y ...
Tax Partner- Private Client Services

2 weeks ago

EisnerAmper West Palm Beach, United States

Job Description · Tax Partner- Private Client Services · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the Eisn ...
Tax Director

4 days ago

EisnerAmper West Palm Beach, United States Full time

Job Description · Tax Director- Private Client Services (PCS) · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, th ...
Teller Retail Banker

1 day ago

Woodforest National Bank Lake Worth, United States

Take the next step toward your new career today · Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is t ...
Relationship Banker I

2 weeks ago

Regions Bank Greenacres, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...
Relationship Banker II

1 week ago

Regions Bank Delray Beach, United States

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...