Private Banking Relationship Manager

Private Banking Relationship Manager

Manages full client relationships, providing financial services for specific or special banking needs, and develops new business.

Essential Duties and Responsibilities:

• Provide extensive personalized service to customers with specific or special banking needs
• Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
• Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
• Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB's market share within the affluent customer segment
• Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
• Evaluate loan requests and approve credits within approved authority
• Submit credit requests above authorized limits to Division Manager

Other Functions:

• Support Bank's commitment to community involvement by serving on external charitable Board of Directors and by attending functions
• Perform other duties as assigned

Working Conditions: Indoor, office environment with occasional travel as needed

Minimum Job Requirements:

Education: BS/BA in business, finance or related field and/or related experience in lieu of degree

Experience: Minimum of 2 years lending experience

Specific Skills:

• Proven ability to give exceptional customer service
• Proven business development experience
• Self-starter
• Excellent written and verbal communication skills
• Professional appearance and demeanor

Physical requirements:

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 1015 pounds occasionally (e.g., files, office supplies)

Benefits:

• 401(K) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer/Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Flexible Savings Accounts
• Health Savings Accounts
• Bank paid Life/AD&D insurance
• Voluntary Life/AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program