Responsible for business development activities and portfolio management associated with private banking clients of the Bank working to promote, refer, and sell all banking, trust, and investment products and services for high net worth clients. Is available to private client group clients 24/7 as to banking needs, requests, assistance and service. Participates in business development and customer contact responsibilities as part of the overall Private Client Group effort. Develops and utilizes a portfolio of designated products and services focused on the needs of target markets. Promotes and sells new business through proactive development of banking products and relationships with assigned accounts and target markets.
Develops and utilizes a portfolio of designated products and services focused on the needs of target markets. Manages sales activities independently, assists in the coordination of retail sales meetings; provides on-going motivation in conjunction with respective department heads. Promotes and sells new business through proactive development of banking products and relationships with assigned accounts and target markets. Presents business development plans to other bankwide sales staff in order to coordinate referral and joint-calling efforts. Tracks results and presents to department head. Establishes and maintains relationships with key community contacts which enhance business development. Participates in call blitzes, sales meetings, profiling of customers and prospects, business development calls, referrals, tracking, submittal of reports, etc.
Bachelor’s degree (B.A.) from four-year college or university; or one to two years related banking experience and/or training; or equivalent combination of education and experience. 5-7 years Private Banking experience preferred.
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