Wealth Management Advisor
Jobtailor
Responsibilities Manages strategic banking processes, initiatives and new product development for Private Wealth Management Banking Supports PWM Banking Products and Development Manager on strategic banking initiatives Leads banking process workstreams to ensure goals are met Creates white papers by conducting industry research Proactively establish and monitor pricing for loans less than $1.0mm Assesses the financial impact of all modernization activities Utilizes loan level data to identify opportunities, risks and make recommendations Identifies and mitigates risk for banking products Serves as subject matter expert with Technology, data analytics and Consumer Product teams Provides guidance and support on government, risk management, and compliance activities Develops strong collaboration with internal partners Coordinates regulatory examinations and prepares detailed presentations Requirements Bachelor’s degree in Business, Finance or a related field Ten (10) years of relevant banking experience Previous Private Banking experience Previous Commercial Underwriting experience Proven experience leading workstreams and process improvements Knowledge of lending regulatory requirements for commercial and consumer lending #J-18808-Ljbffr
Vacancy posted 1 day ago
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