| Location: |
CA-Los Angeles
West Coast/Northwest (CA, OR, WA, AK & HI) |
| Salary Range: |
100,000 - 100,000 |
| Total Compensation: |
125,000 - 125,000 |
| Job Description: |
A Private Banker explores and understands client financial goals and provides single point of contact for affluent market customers, and is a trusted financial advisors. Meets the full range of client needs and ensures optimal response and service levels between departments.
Responsibilities:
Strong sales skills, dedication to meeting customer needs, ability to set priorities, strong negotiating, problem solving and decision making skills. Cross sell other bank products including, personal trust and investment, financial and estate planning services. Demonstrated knowledge of credit analysis and knowledge of a wide variety of bank products. Expands existing client relationship and actively seeks new clients via targeted prospecting. Excellent communication and listening skills.
|
| Education and Certifications/Licenses: |
Bachelors, None, None |
| Mandatory Minimum Qualifications: |
Minimum of five years of experience in a financial services banking role. Must have a knowledge of and/or experience with bank products and investments. Fluency in Spanish or Hebrew is advantageous. Series 7, 66 and state insurance licenses. Bachelor’s degree required. |
| Preferred Qualifications: |
Bilingual in Spanish or Hebrew |
| Benefits: |
std
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
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