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Private Banking Officer
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Full-time
- Acts as a financial advisor dedicated to building long-term full relationships while tailoring financial solutions to meet client goals and objectives.
- Targeted clients will be high net worth / income individuals, company executives, business owners & self- employed borrowers, and professional firms.
- Manage commercial banking relationships, including analyzing business financials, having a detailed understanding of the business and their income statement and balance sheet.
- Responsible for selling commercial and retail bank products/services that are more complex with a focus on High-Net-Worth Clients, Medical Professionals and small to medium size businesses with the expectation of growing our CRE, C&I and Retail Loan Portfolio's as well as production of Secondary Market Loans.
- Responsible for selling all Retail and Treasury Management deposit products and obtain deposit growth and fee income for the bank, including credit card and merchant services.
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