Private Banking Relationship Manager I/II
Trustmark
Private Banking Relationship Manager I/II Provide concierge-level delivery of financial services through superior hands-on contact for Bank customers. These clients are high-income earners or high-net-worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. THIS POSITION IS OPEN TO THE GREATER HOUSTON AREA. This position may be filled at Level I or Level II. Additional responsibilities and qualifications apply. Responsibilities: Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests Services a loan portfolio, including credit and collateral exceptions and past dues Work with partners to provide deposit solutions and other retail services to meet the needs of our clients Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions. Maintain professional community relations, including leadership roles, to increase the bank’s visibility and new business opportunities, and to further professional development. Provide financial and banking advice and counseling through a team approach to Trustmark’s “BEST” clients. Perform additional duties as assigned. Additional Responsibilites for Level II: Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals. Qualifications Four-year college education or equivalent work experience. 5 years banking experience or related work experience to include previous lending experience Knowledgeable of Private Banking and the bank financial products and services Knowledge of deposit and loan products, as well as bank policy Knowledge of document preparation and new accounts systems Knowledge of negotiable instruments Complete understanding of the requirements of properly securing a loan Familiar with state and federal regulations and bank policies relating to credit Knowledge of sales principles Knowledge of Basic investment strategies implemented by High net worth clients Knowledge of Basic estate planning strategies implemented by High net worth clients Knowledge of Basic insurance strategies implemented by High net worth clients Superior judgment in making loan decisions Experience dealing with sophisticated clientele Experience in recognizing and handling troubled loans and problem customers Thorough knowledge and understanding of loan and deposit debits and credits Strong analytical ability Advanced interpersonal skills Must possess effective verbal and written communication skills Proven ability to build relationships Customer contact and sales and service skills Ability to work with others Ability to lead the work of others Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience Bank branch work preferred Previous investment experience with 7, 63, or 66, and insurance licensure preferred Additional Qualifications for Level II: 7 years banking experience or related work experience to include previous lending experience Thorough knowledge of Private Banking and the bank financial products and services Preferably commercial lending banking experience or related work Physical Requirements/Working Conditions Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment. Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral. Working with Us Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team! Equal Opportunities for All Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment. Upon accepting a position with Trustmark, the following pre-employment screenings must be completed: Verification of employment, education and other data provided by you on your employment application Verification of eligibility to work in the US Criminal background check Credit check (required for certain positions) Fingerprinting (required for certain positions) #J-18808-Ljbffr
$43.81k
...of the time At Regions, the Relationship Banker II is responsible for meeting... ...offerings, all designed to make banking easier Provides a... ...and assigned by the Branch Manager; as a member of the branch... ...Regions Bank - Ridgeland Is a Private Sector employer Company Profile...SuggestedPermanent employmentFull timeRemote workFlexible hours- ...Position Purpose: A Personal Banker II (PB II) is responsible for... ...and building customer relationships by providing an exceptional customer... ...to expand current banking relationships. The PB II demonstrates... ...building customer trust and managing relationships through the life...Suggested
$45k - $55k
...bokf.com. Personal Banker II Areas of Interest: Consumer Banking Pay Transparency Salary... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Cavanal Hill Investment Management, Inc. BOKF, NA operates... ...retain long-term client relationships. While providing...SuggestedLocal area- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction... ...products, insurance products, cash management services, etc. Deliver exceptional...SuggestedNight shift
- ...Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind... ...to attract, expand, and retain customer relationships and is responsible for contributing to... ...-being is deeply personal. Whether it's managing your hard-earned money, growing your business...SuggestedWork experience placementWork at officeFlexible hours
$26 - $27 per hour
...at UMB are experts at building customer relationships and recommending and selling products... ...their financial well-being while making banking easy. UMB’s branches offer many opportunities... ...their needs Individually creating and managing a successful loan pipeline with strong...Local areaFlexible hoursAfternoon shift$23.5 - $29.5 per hour
...plans to improve a customer’s financial position, preferred. Previous experience underwriting loans, preferred. Expert knowledge of banking and/or credit union regulations, preferred. Highly-developed interpersonal skills, a positive attitude, and a desire to help people...Hourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to Friday- ...to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities... ...they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding,...Night shift
$24 - $28 per hour
...application process. Universal Banker II Full Time Groveton, NH, US 3... ...for providing personalized banking services to our most valued... ..., maintaining, and deepening relationships with customers by providing... ...position is responsible for managing the cash levels of the office...Hourly payFull timeWork at office- ...Fifth Third Bank in Houston seeks a Personal Banker II to deliver excellent customer experiences by building lasting relationships and addressing financial needs with consultative solutions. You will gather and analyze credit data to recommend appropriate products and...
$17 - $29.75 per hour
Overview Old National Bank has been serving clients and communities... .... Responsibilities The Relationship Banker builds and strengthens... ...up, and ongoing relationship management. Identify opportunities to introduce... ...to Relationship Banker II within approximately 12...- ...273 Position Type: Full Time First State Bank’s mission is to treat the community as our... ...loan options, including terms and rates (II, III) Consumer Loan application process (... ...staff members (II, III) Build customer relationships through needs-based conversations that drive...Full timeWork at office
$20.55 - $25.05 per hour
...connect with others, and build relationships with the people around you.... ...after 160 years, we know Commerce Bank is only at its best when our... ...to detail and the ability to manage multiple priorities* Team player... ...Banker I or a Personal Banker II, depending on experience and...Hourly payFull timeMonday to FridayShift work- ## Commercial Portfolio Manager IIApplyremote type: Officelocations... ...Manager Portfolio Manager II - CIP is considered a market... ...customers in partnership with the relationship manager.* Will have highly... ...relevant experience in Commercial Banking.**Preferred Qualifications:**...Work at officeRemote workWork from homeFlexible hours
- ...be fair, without all the small talk. And banks would only sell you what you need. When... ...simple solutions. That's the basics of Relationships. Fairness. Simplicity®. When you choose... ...and operations. You will help the Sales Manager to monitor marketplace competition and trends...Work experience placement
- ...Title This role plays a vital role in bringing TD's human, relationship-driven banking experience to life. As a trusted partner to clients, the... ..., development, and performance conversations with your manager, as well as access to an online learning platform and a variety...Local areaWork from homeFlexible hours
- ...At Valley Bank, we believe in people's growth potential. We invest in it. We protect... ...can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion... ...platform), while supporting the Market Manager in achieving quality service and...Work at office
- ...am to 5:00pm CST SUMMARY The Relationship Banker is a trusted advisor who... ...promoting and selling the bank’s products and services. This... ...limited to mortgage, wealth, private client, and business banking.... ...learning. Compliance and risk management Expected compliance with bank...Temporary workWork at officeMonday to Friday
$17 - $28.96 per hour
## Relationship BankerApplyremote type: On-Sitelocations: IL Roselletime type: Full timeposted... ...requisition id: JR106247At Associated Bank we strive to create an inclusive culture... ...prescribed and procedure violations to management or HR.Responsible to report ethical concerns...Hourly payImmediate start- ...first step to being a part of First United. Relationship Banker I Do you approach serving every... ...the little details? At First United Bank we are dedicated to building a culture of... ...service duties, sales, and relationship management while reaching or exceeding established...Temporary workShift work
$25 - $26.77 per hour
...Job Description At Bank of America, we are guided by a common purpose to help make financial... ...for operational excellence Builds relationships with clients to meet financial needs... ...small business, lending, and investments Manages financial center traffic, appointments,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Myerstown Job Description At Northwest Bank, we invest in people who want to grow fast... .... You're the face of Northwest. As a Relationship Banker, you bring the customer experience... ...referrals, and networking opportunities. Manage and grow customer relationships through...Work experience placementWork at office
- ...Bravera Bank has a position opening for a part-time Relationship Banker in Minot, ND. This part-time position is scheduled for the closing shift. Start times may vary, with shifts ending at 6:00 p.m., Monday through Friday. The role also requires working Saturdays from...Part timeFor contractorsBank staffMonday to FridayShift work
$17 - $19 per hour
...or an alternative application process. Relationship Banker Full Time Oakwood, Dayton, OH, US... ...Identifying Information: LCNB National Bank Department: Retail Banking Status: Full-... ...Relationship Banker helps customers confidently manage their financial needs while contributing...Hourly payFull timeBank staffWork at officeMonday to Friday$19 - $22.72 per hour
...9, USA Description GENERAL SUMMARY: The Relationship Banker I is a results-driven sales and service... ...customer service, sales, and/or retail banking experience Preferred Qualifications One... ...as Lobby Leader by welcoming members, managing lobby traffic by determining Members’...16 hoursFull timeFlexible hours$44.86k - $57.4k
...OceanFirst Bank Job Opportunity At OceanFirst Bank, each one of our employees plays... ...and services to deepen and preserve relationships, based on customer need. Identifies sales... ...other strategic sales goals as directed by management. Solicits new consumer loan applications...Work at officeLocal areaFlexible hoursNight shift- ...Relationship Banker - Midwood Financial Center Brooklyn, New York... ...years of age. Acknowledge ( Bank of America employees are... ...lending, and investments Manages financial center traffic, appointments... ...Corp."). Bank of America Private Bank is a division of Bank of...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Description Summary Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to... ...our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and...Full timeH1bWork at officeRemote work
- ...Description Join Mascoma Bank’s Retail Team as a Relationship Banker I and help us improve our clients' financial being! At Mascoma Bank, we aim to... ...application processes and preparing expectations for how best to manage their finances. Continuously demonstrating a helpful,...Early shift
- ...following duties under general supervision: Develop customer relationships through active profiling and needs-based questioning to identify... ...enforcing compliance and privacy policies maintained by the Bank. Establish, retain, and deepen relationships with existing and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Relationship Manager I/II. Be the first to apply!
- personal banker Brooklyn, NY
- private mortgage banker Brooklyn, NY
- private banker Brooklyn, NY
- private duty cna Brooklyn, NY
- private events manager Brooklyn, NY
- private care cna Brooklyn, NY
- private house and office cleaning Brooklyn, NY
- private equity Brooklyn, NY
- private events Brooklyn, NY
- private duty Brooklyn, NY

