Private Banking Relationship Manager - Austin, TX

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.

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