Private Banking Relationship Manager - Austin, TX Job at Professional Alternatives, Austin, TX

WklUUHJBQ0RGUWNkdDlMenVuRmZ2eWNqd2c9PQ==
  • Professional Alternatives
  • Austin, TX

Job Description

Job ID#: 30939

Private Banking Relationship Manager – Austin, TX

Location: Austin, Texas
Experience Required: 7+ years in private banking, lending, or financial services
Industry: Private Banking / Wealth Management / Lending
Compensation:  Market competitive & ICP

Position Overview

We are seeking a seasoned Private Banking Relationship Manager in Austin, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.

The ideal candidate will have the experience necessary to:

  • Acts the principal account and relationship manager for new and existing clients.
  • Focuses on generating, managing and serving a portfolio of clients.
  • Responsible for generating, retaining and expanding business in one or more of the following areas:
  • loan and deposit products, investment and trust referrals, and commercial business referrals.
  • Responsible for overseeing credit analysis and proper loan structuring.
  • Responsible for maintaining a high level of client satisfaction.
  • Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.
  • Calls on existing relationships to review portfolios and makes recommendations as needed.
  • Work in an independent environment
  • Other duties as assigned.

    Qualifications:

    Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services , or other directly related experience. A combination of education and experience may meet requirements.

    • Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.

    • Must have formal credit training.

    • Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.

    • Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.

    • Excellent interpersonal and communication skills, both verbal and written.

    • Commitment to a high degree of service quality.

    • Advanced computer skills including word processing and spreadsheet software.

    Founded in 1998, Professional Alternatives is an award-winning recruiting and that utilizes technology and relationships to deliver top talent.  Connect with us today!

Job Tags

Local area,

Similar Jobs

Black Bear Talent

Demo and Cleaner Laborer Job at Black Bear Talent

 ...overtime, weekends, or on-call shifts as needed Strong attention to detail and a good work ethic Work Environment: Indoor and outdoor job sites May be exposed to mold, dust, smoke, water, or other contaminants Use of personal protective equipment (PPE) is... 

Wonder Pups Pet Care

Pet Sitter Job at Wonder Pups Pet Care

 ...HOT DIGGITY DOG, WE WANT YOU!!! Seeking to pet loving canidate with morning, evening, and weekend availabilty, 2 to 4 hours at a time, 4 or more days per week In Crestview Fl, and Baker Fl Are you looking for something fun to do part time? Ready to turn you... 

Parkland College

Communication Tenure-Track Faculty Job at Parkland College

 ...an on-campus, full-time, 175-day, tenure-track appointment based in Champaign, Illinois covered by the Parkland Academic Employees (PAE) collective bargaining unit. Starting salary for 12 months between $48,200.96 - 73,004.53 dependent on certifications, years of teaching... 

LightInTheBox

Online Marketing Manager - SEM Job at LightInTheBox

Position: Online Marketing Manager - SEM Based in: Beijing Responsibilities: - Develop and complete the search engine channel marketing plans and goals for the language website, mainly consisting of management of Google AdWords campaigns; - Respond and optimize according... 

Farm Job Search

Dairy Farm Herdsman Job at Farm Job Search

 ...Dairy Farm Herdsman (6125) Location: Iowa JobNumber: 6125 Herdsman Position available on a 500 cow, family-owned, modern dairy farm in East Central Iowa. Responsibilities include herd heath-detection and treatment of fresh, sick and mastitic cows, assisting with...