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Private Banker, Relationship Officer III Job Locations US-CA-Los AngelesPosted Date 1 day ago(8/27/2019 7:00 PM) Job ID 2019-2185 # of Openings 1 Category Private Banking
The Private Banking Relationship Officer is responsible for generating new core deposit business. The emphasis is to establish personal high net worth deposit management relationships. This position requires an expertise in private banking as well as short-term money management. Private Bankers are expected to model exemplary client service behavior, and to recognize client development referral opportunities to Residential Mortgage, Wealth Management, Trust Services and Commercial Banking in an attempt to create strategic relationships.
Sales and Client Service
Generate new core deposit relationships for the Private Bank. Responsible for providing solutions to all clients Banking and Deposit product needs.
Market Bank's Cash Management products and services and is therefore expected to demonstrate sufficient knowledge to establish new clients and to provide expertise in demonstrations internally and externally.
Provide short-term money management expertise for Private Bank clients. This includes managing clients' day to day banking needs involving operating accounts and cash management products, from overnight liquidity positions out to one year maturities.
Account Management responsibilities include being primary contact and officer for all new client relationships established, as well as for existing relationships which requires knowledge of general banking operations as it relates to account management for these clients.
Build internal and external relationships through exceptional networking skills, problem solving, ownership and follow-through. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Boston Private.
All other duties as required.
Consistently meet/exceed sales, and client development referrals, to integrate client relationships among the bank's four core business groups
Respond to difficult or complex product and service inquiries from clients, team and business partners.
Ensure compliance of Federal, State and local laws as well as Boston Private policies and procedures.
Oversee income & expense management to minimize business losses and prevent fraud.
All other duties as required
8+ years of experience in Sales/Banking required preferred in Private Banking or High Net worth relationship development
Ideally a client Portfolio of $100 million or greater either in Personal Deposits or AUM
$200 to $300 million in Personal Deposits or AUM for consideration of an SVP level position
Comfort with Wealth related products and services.
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Internal Number: 6439130
About Boston Private Bank Trust Company
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