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Private Banking Relationship Manager
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Full-time
- SummaryPrivate Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services.
- which appropriately protect the bankWork with Management to recognize client needs and matching the bank's capabilities to meet these needsWork with Management on loan structure, pricing, and other product/services for clientsMaintain a thorough knowledge of bank's lending policies and regulatory requirements with a particular knowledge of Consumer regulationsAn ability to work with multiple channels to solve the client need: consumer, business banking and commercial.
- Work directly with the underwriter to ensure accurate reflection of financialsWork directly with the underwriter to ensure accurate preparation of Loss Given Default, Probability of Default, and Risk Adjusted Return on Capital models at time of new/renew requests.
- Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter.
- Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer.
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