Private Banking Relationship Manager – Austin, TX

4 days ago

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Job ID#: 30939

Private Banking Relationship Manager – Austin, TX

Location: Austin, Texas
Experience Required: 7+ years in private banking, lending, or financial services
Industry: Private Banking / Wealth Management / Lending
Compensation: Market competitive & ICP

Position Overview

We are seeking a seasoned Private Banking Relationship Manager in Austin, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.

The ideal candidate will have the experience necessary to:

Acts the principal account and relationship manager for new and existing clients.
Focuses on generating, managing and serving a portfolio of clients.
Responsible for generating, retaining and expanding business in one or more of the following areas:
loan and deposit products, investment and trust referrals, and commercial business referrals.

Responsible for overseeing credit analysis and proper loan structuring.

Responsible for maintaining a high level of client satisfaction.

Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.

Calls on existing relationships to review portfolios and makes recommendations as needed.

Work in an independent environment

Other duties as assigned.

Qualifications:

Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.

Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
Must have formal credit training.
Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
Excellent interpersonal and communication skills, both verbal and written.
Commitment to a high degree of service quality.
Advanced computer skills including word processing and spreadsheet software.

Founded in 1998, Professional Alternatives is an award-winning recruiting and staffing agency that utilizes technology and relationships to deliver top talent. Connect with us today!

To Apply for this Job Click Here

Private Banking Relationship Manager – Austin, TX

Position Overview

Qualifications:

Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.

Must have formal credit training.

Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.

Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.

Excellent interpersonal and communication skills, both verbal and written.

Commitment to a high degree of service quality.

Advanced computer skills including word processing and spreadsheet software.

To Apply for this Job Click Here