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Private Banking Relationship Manager - Indianapolis

Bro Squad Racing

Private Banking Relationship ManagerManages 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 needsDevelop 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 mannerMeet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market shareExecute prospecting and sales plan in a manner that is proactive and designed to increase SYB's market share within the affluent customer segmentManage 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 filesEvaluate loan requests and approve credits within approved authoritySubmit credit requests above authorized limits to Division ManagerOther Functions:Support Bank's commitment to community involvement by serving on external charitable Board of Directors and by attending functionsPerform other duties as assignedWorking Conditions: Indoor, office environment with occasional travel as neededMinimum Job Requirements:Education: BS/BA in business, finance or related field and/or related experience in lieu of degreeExperience: Minimum of 2 years lending experienceSpecific Skills:Proven ability to give exceptional customer serviceProven business development experienceSelf-starterExcellent written and verbal communication skillsProfessional appearance and demeanorPhysical requirements:Primarily sedentary work performed in an office environmentAbility to sit for extended periods of time while working at a computerFrequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipmentAbility to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in personVisual acuity sufficient to read computer screens, printed documents, and financial dataOccasional standing, walking, bending, or reachingAbility to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)Benefits:401(K) with a company match of up to 6%ESOP employer matchMedical insuranceDental insuranceVision insuranceCancer/Disease insuranceAccident insuranceFlexible Spending AccountsFlexible Savings AccountsHealth Savings AccountsBank paid Life/AD&D insuranceVoluntary Life/AD&D insuranceBank paid Short-Term and Long-Term Disability insuranceEmployee Stock Purchase PlanEmployee Assistance Program

Vacancy posted 3 days ago
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