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Citizens Bank - Orlando, FL
posted 4 days ago
About the position
Private Bankers are responsible for attracting wealthy, affluent and professional customers to Citizens Bank & Trust. They also work to bring in new customers who are considered 'centers of influence' in the community. The bankers often meet their clients outside of the bank at a time and place convenient to the clients, and strive to give exemplary service in their market segment. Private Bankers often coordinate guidance of their clients' financial affairs with other trusted advisors, such as attorneys, accountants and insurance agents. In addition, they are often the primary contact in the relationship that their clients have with other Citizens Bank & Trust team members (commercial lenders, trust advisors, etc.). Therefore, the private bankers are continually reaching out to centers of influence within the community and within our own company, so that the bankers will be well-known and highly regarded by other advising professionals. Private Bankers have production goals for new business into the bank, including deposits, loans, and investment management services.
Responsibilities
- Outside calling efforts on wealthy, affluent and professional customer prospects
- Coordinate the client's entire banking and investment relationship with other bank associates
- Gather all documentation needed to process loan applications, and open deposit and investment accounts
- Discuss and analyze various loan strategies, and take loan applications
- Recognize investment, financial planning and estate planning opportunities for referral to other bank associates
- Attend community events, sometimes after hours, to develop connectivity with key centers of influence and potential new clients
- Work with all other lines of business in the bank, to meet the needs of your customer
Requirements
- High school diploma or GED required
- Extensive banking experience required
- Excellent verbal and written communication skills
- Basic computer skills
- Must be well organized, accurate, and attentive to detail
- Demonstrates excellent customer service consistently
- Must be able to deal with stressful situations
- Must be able to multi-task
- Must have the ability to call upon wealthy and affluent customers and prospects, and discuss strategies involving investment management, loans and depository services
Nice-to-haves
- Bachelor's degree in Finance or Accounting preferred
- Investment Advisory (Series 7 license) or Trust Department experience preferred
- General knowledge of the marketable securities industry
- Business development experience required
- Community involvement preferred
Benefits
- 40 hours per week; may need to work overtime when duties require doing so
- Will be required to work in the Saturday schedule rotation
- May be required to attend business and social events after normal work hours
