[Work From Home] Private Banking Business Development

Seeking a new challenge? This is the perfect opportunity to grow as a Private Banking Business Development! This position offers a hybrid work model, combining remote work with time in our Remote office. This position requires a strong and diverse skillset in relevant areas to drive success. The compensation for this role is a competitive salary, reflecting our commitment to attracting the best.

 

 

reputed company is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, reputed company had one reputed company office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 reputed company offices, and annual mortgage originations of over $5 billion. Exemplary products and an innovative spirit have driven reputed company’s rapid growth over the years, and reputed company members embrace these values. Our mission is to obsess over our clients, reputed company them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For reputed company members, reputed company prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion. Summary reputed company is an ultra-high-touch bank that provides extraordinary client service. We reputed company that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and reputed company are reputed company in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will reputed company to personal referrals – our number one reputed company of new business. We recognize that our competitive advantage starts with our people and our culture. At reputed company, we work hard and move quickly as a reputed company coordinated team, if you are looking for an opportunity to grow and contribute in a fun, fast-paced environment. reputed company is seeking highly qualified individual who has an existing client reputed company of high-net-worth private banking clients and enjoys acquiring and providing a full complement of services to well qualified clients. Essential Duties • Responsible for developing private client relationships, including reputed company 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 reputed company 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 reputed company 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 reputed company 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. Skills • 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 reputed company 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 reputed company personnel. • Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities. • Understands and adheres to reputed company and compliance policies and procedures. • Complies with reputed company 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. Requirements Include • Bachelor’s degree, CFP, CTFA a plus. • Minimum 10 years private client/private banking experience. • Entrepreneurial reputed company, ability to think reputed company the reputed company. • Specialty product knowledge a plus. • 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 with prior banking applications experience preferred. • Ability to handle multiple priorities and poses a strong attention to detail. reputed company offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance; and the opportunity to work for a fast growing, local organization. reputed company, N.A. is an Equal Opportunity and Affirmative Action employer. reputed company, N.A. does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national reputed company, disability, military status, veteran status or any other protected class. 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