Note: The job is a remote job and is open to candidates in USA. Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. The role involves developing private client relationships and providing a full complement of services to high-net-worth clients while ensuring exceptional client service and satisfaction.
Responsibilities
- Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits
- The individual will acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives
- The successful candidate must also be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment
- Build and maintain close relationships with clients and business partners
- Educate and present prospects, clients and partners on the benefits offered
- Provide concierge service experience to clients, including but not limited to; responding quickly to client and partner inquiries, providing financial guidance and develop personalized banking solutions for high-net worth clients and business partners
- Meet with clients and business partners in-person, virtually and through other networking opportunities, groups, events, etc. to build relationships and grow business
- Identify potential business opportunities through external referral sources
- Must work well individually and as a team to create strategies and marketing opportunities to help promote the brand
- Maintain a high level of knowledge of bank policies and processes and provide quick and accurate responses to client and partner inquiries
- Must maintain a high level of understanding of products and services provided by the Bank
- Must be fluent in banking with experience working with high-net worth clients
- Sells and refers bank products and services within the guidelines established by the Bank
- Skilled in reaching out to prospects and partners to grow business
- Must maintain pipeline and actively manage prospect and client lists
- Conducts business in a professional manner
- Establishes and maintains a good working relationship with all personnel
- Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities
- Understands and adheres to security and compliance policies and procedures
- Complies with all aspects of the Bank Secrecy Act responsibilities include accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (OFAC) checks
- Performs any other duties as may be assigned from time to time by management
Skills
- Bachelor's degree
- Minimum 10 years private client/private banking experience
- Entrepreneurial mindset, ability to think outside the box
- Independent contributor expected to manage own book of business as well as retain and effectively manage clients
- Strong verbal and written communication skills and interpersonal skills required
- General computer knowledge a must
- Ability to handle multiple priorities and poses a strong attention to detail
- CFP, CTFA a plus
- Specialty product knowledge a plus
- Prior banking applications experience preferred
Benefits
- Annual bonuses
- Commissions
- Short- and long-term incentives
- Program-specific awards
- Health insurance coverage
- A team member wellness program
- Life and disability insurance
- A retirement savings plan
- Paid holidays and paid time off and vacation
Company Overview