Responsible for developing and managing a portfolio of primarily private clients. Performs all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations. Develops and manages a portfolio of primarily privately-held business clients ranging from complex credits to deposit only relationships.
Requirements
- Bachelor’s degree from an accredited College or University or equivalent work experience.
- A minimum of twelve years’ experience in sales or relationship management
- Experience in commercial and other related forms of lending and portfolio products preferred
- Advanced skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
- Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair lending, privacy, RESPA as well as company operational policies and procedures, and the company’s products and services.
- Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs
- Excellent organizational and time management skills
- Exceptional oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
- Ability to make decisions that have significant impact on the immediate work unit
- Ability to organize thoughts and ideas into understandable terminology
- Ability to organize and prioritize own work schedule on a short-term and long-term basis
- Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
- Ability to work with little to no supervision while performing duties
Benefits
- Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA)
- Paid vacation days, holidays, and volunteer time off
- Tuition reimbursement
- Annual mentorship program
- Leadership development resources
- Access to LinkedIn Learning
- 401k plan with company match and immediate vesting
- Paid parental leave and family support solutions including care options for your family
- Adoption, surrogacy, and fertility assistance
