Position Details

Salary $135K – $135K USD / year

Type Not Specified

Experience entry

Exp. Years 3 years

Education Bachelor's degree preferred, or relevant work experience

Category Finance & Accounting

About this role

Associate Private Banker provides cash management and lending solutions to clients within Wealth Management; supports Private Bankers and Region Manager; builds and maintains client pipelines to meet revenue targets.

Key Responsibilities

Partner with Private Banker and Advisors to assess opportunities and provide cash management and lending solutions
Provide FA and client support for Private Banking
Develop and maintain marketing pipelines to meet revenue targets
Communicate product enhancements to FAs and branch staff
Work with Financial Advisors, Branch Managers & Product partners

Technical Overview

Finance-focused role with proficiency in MS Office; knowledge of a wide range of banking products and client servicing in a fast-paced environment.

Ideal Candidate

The ideal candidate is an associate private banker with at least 3 years of experience in investment, commercial, or private banking, strong cash management and lending knowledge, and a proven ability to build relationships with financial advisors and clients.

Must-Have Skills

Minimum of 3 years of experience with an investmentcommercial or private bank2 years of client servicebusiness development and/or Sales Desk experienceExperience in understanding the financial needs of all types of clients

Nice-to-Have Skills

Bachelor's degree preferredor relevant work experience

Tools & Platforms

Microsoft WordMicrosoft ExcelPowerPoint

Required Skills

Cash managementLending productsBank depositsCertificates of depositsCredit cardsResidential mortgage productsHome equity lines of creditSecurities-based loansCommercial credit productsMicrosoft WordMicrosoft ExcelPowerPoint

Hard Skills

Soft Skills

Verbal and written communicationRelationship buildingBusiness developmentService orientationTeam collaborationProfessional demeanor

Industry & Role

Industry Financial Services

Job Function Deliver cash management and lending solutions to Private Banking clients while supporting revenue growth

Role Subtype Financial Analyst

Tech Domains Microsoft Word, Microsoft Excel, PowerPoint

Keywords for Your Resume

associate private bankerprivate bankerwealth managementcash managementlending solutionsbank depositscertificates of depositsresidential mortgage productshome equity lines of creditsecurities-based loanscommercial credit productsfinancial advisorbranch staffprivate bankingrelationship managementcommunication skillsbankingfinancial serviceslending productsExcelPowerPointfinancebachelor's degree

Deal Breakers

Bachelor's degree preferred, 3+ years of banking experience

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