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Wealth Management Private Banker - Hybrid Schedule

Company: Jobot
Location: Livermore
Posted on: June 18, 2022

Job Description:

Private Banker - Wealth Management - Hybrid ScheduleThis Jobot Job is hosted by: Brett TolmieAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.A bit about us:Our client is a very well-established and one of the oldest and locally owned banks in the Bay Area. They were founded over 50 years ago and they offer a wide range of services including personal and business banking, SBA, construction, multifamily, lines of credit and commercial loans. They also handle trust services, estate planning, retirement planning and wealth management. With over 20 branches and 800+ employees, they continue to grow their business. Aside from generous compensation and benefits packages, they also offer tremendous stability and growth potential. Currently, they are looking to add an additional Underwriter to the team who will be responsible for reviewing, conditioning, analyzing and issuing decisions on mortgage loans originated from the Retail Channel. The Underwriter determines and assesses borrower's creditworthiness and risk with sound analytics supported by file documentation .Why join us?

  • Various Recognition Programs including Monetary Spot Bonuses
  • Up to $5000 Tuition Reimbursement for continued education
  • 10 Paid Bank Holidays
  • Paid Vacation
  • Paid Sick Time
  • An ESOP (Employee Stock Ownership Plan) = Retirement Money
  • 401K Plan with an employer matchJob DetailsCurrently they are looking for a Wealth Management Private Banker who will partner with branch managers & associates, financial advisors and commercial & residential loan officers to provide the best financial advice on products and services to clients. They will acquire new high value clients and deepen existing client relationships by assessing deposit, lending and investment needs.Responsibilities:
    • Assess customer needs, identify opportunities, and provide the best advice to clients in conjunction with partners or independently in making financial recommendations that best fit the client's needs.
    • Build and maintain an adequate pipeline of opportunities to meet and exceed goals.
    • Establish a reputation of excellence and execution and gain confidence with all partners by assessing needs to fully develop banking opportunities with their clients.
    • Act as the subject matter expert for all branch inquires on products and services offered.
    • Understand competitive environment and develop strategies to retain and win new business.
    • Work with and communicate effectively with branch managers, associates and all partners.Requirements:
      • Bachelor's Degree preferred
      • 3+ years of financial services industry experience with a commercial, investment or private bank
      • Series 6 and 63 (or 66) securities licenses required. Series 7 preferred
      • Proven business development in partnership with centers of influence is a must
      • Very good understanding of local community needs and community involvement is required
      • Knowledge of credit products including residential mortgage products, HELOCS and commercial credit
      • Experience in understanding the financial needs of all types of clients
      • Strong relationship building capabilities with clients, branch managers and associates, financial advisors, commercial and residential loan officers and other product specialists
      • Understanding of all banking and lending products including deposit and cash management products
      • Ability to efficiently, tactfully and professionally screen, manage and/or decline transactions
      • Excellent business development and marketing skills and desire to consistently achieve top results
      • Maintain poise, presence and professionalism with affluent clients in the most difficult circumstances
      • Detail oriented with strong organizational and analytical skills
      • Possess excellent oral and written communication skills; exceptional presentation skills
      • Ability to meet deadlines and manage client expectations
      • Good collaboration skills in a team-oriented environmentInterested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Keywords: Jobot, Livermore , Wealth Management Private Banker - Hybrid Schedule, Executive , Livermore, California

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