| Location: |
DC-District of Columbia Northern Virginia
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
$100k to $140k |
| Bonus & Incentives: |
Incentive plan is strong. |
| Position Responsibilities: |
The primary focus of the Private Banking RM is to build long-term and profitable customer relationships. Maximize portfolio revenue growth and asset quality. Deliver financial advice and high levels of customer value by matching products and services to customers needs and goals. Duties include: proactively sourcing and soliciting new customers; managing and coordinating all aspects of the customer's financial relationship, including but not limited to financial planning, credit, deposits, small business products, investment and insurance products, and trust services. Identify the customer's specific financial goals, dreams and needs; delivering personalized financial plans and product/service recommendations and working with the customer to implement financial plans. The RM is responsible for the performance and asset quality of an assigned portfolio.
|
| Education and Certifications/Licenses: |
Bachelors |
| Mandatory Minimum Qualifications: |
At least three years experience in a Private Client, Personal Trust, Private Banking role with a financial services company. |
| Preferred Qualifications: |
5 + years experience. Experience in the DC Market. |
| Additional Comments: |
Lucrative incentive plan. |
| Benefits: |
Standard Bank Benefits
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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