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This individual will partner with key stakeholders within Credit Administration and various internal lines of defense (e.g. Business Units, Credit, Enterprise Risk Management, Credit Review, Internal Audit) as well as external stake holders (e.g. External Auditors, Regulators) to create relevant and meaningful analytical content and empower these stakeholders with a deep understanding of the underlying business segments.
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Proactively looking for opportunities to enhance current analytical capabilities and develop new analysis and reporting to better support Credit Administration and the various Business Segments.
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Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required Skill(s): Credit underwriting skills.
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Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval. Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities.
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May lead special projects, serving as a resource to wider business unit (Credit Administration and Infrastructure) or Credit Risk. Utilizes expertise to provide guidance, feedback, and direction on complex matters.
$96,560 - $130,640 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.
$163,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Experience With Business Intelligence software (Microsoft Power BI, Tableau and SQL). This position is responsible for delivery of trusted report and analytical solutions based on a wide-range of use cases for portfolio monitoring and enablement of identification of emerging risks within Credit Administration.
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