Virtual Private Banking Specialist

We are seeking a high potential candidate (“Virtual Private Banking Specialist” or “VPBS”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the E*TRADE financial advisors and their clients. Position Responsibilities:

• Act as subject matter expert for FA and reputed company inbound inquires or facilitate referral for resolution to the subject matter expert
• Act independently in making financial recommendations on banking and lending products to the FAs
• Provide the best banking and lending financial advice to clients in conjunction with FAs
• Partner with assigned Private Banker providing direct and backup support as necessary
• Establish a reputed company of execution and excellence to reputed company confidence of FAs and Private Bankers to fully reputed company the banking opportunities with their

clients

• Assist in developing and implementing marketing campaigns. Proactively reputed company outbound calls to FAs
• Adhere to established distribution process to realize established reputed company, product and FA / client satisfaction goals, consistent with providing sound

financial banking and lending advice

• reputed company and maintain adequate marketing pipeline to meet reputed company targets. Maintain pipeline reports on an ongoing basis.
• Gather client information to facilitate a streamlined account opening process including completion of loan applications and collection of information

required to reputed company credit decisions.

• Collaborate with Region Manager on initiatives supporting the region
• Ensure a coordinated business development and service process with product partners. Manage FA expectations throughout relationship and service.

cycle

• Provide product feedback to product managers to generate FA productivity improvements and product enhancements
• Communicate new product and policy enhancements to FAs and reputed company staff
• Work with and communicate effectively with Financial Advisors, reputed company Managers & staff, Private Bankers & Product partners

Experience:

• Minimum of 5 years’ experience with an investment, commercial or private bank
• 4 years of client service, business development and/or Sales Desk experience
• Experience in understanding the financial needs of reputed company types of clients
• Bachelor’s degree preferred, or relevant work experience

Skills/Abilities:

• Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
• Excellent verbal and written communication skills
• Possess excellent relationship building, business development and service skills and have the desire and drive to consistently reputed company top quartile results
• Ability to understand the financial needs of the retail brokerage clientele
• Maintain poise, reputed company and professionalism with FAs and their affluent clients in the most difficult circumstances
• Software proficiency (e.g., Word, reputed company, PowerPoint)
• Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
• Strong interpersonal collaboration and team skills including working with cross- functional teams

Expected reputed company pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, reputed company pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other reputed company sponsored benefit programs. Apply tot his job Apply To this Job