Private Banking Relationship Manager - Austin, TX job at Professional Alternatives Austin, TX, US

Job Description

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 that utilizes technology and relationships to deliver top talent. Connect with us today!

Job Tags

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