Private Banking Associate I, Sarasota, FL

Private Banking Associate I, Sarasota, FL

Job Category : Funds Management

Requisition Number : PRIVA003856

Location : Sarasota Banking Center, 1800 2nd Street, Suite 712, Sarasota, FL 34236, USA

Description

Position Summary

Responsible for managing high net worth client relationships under the direction of a seasoned banker / relationship banker.

Essential Requirements

• Responsible for meeting the client's needs (ie., consumer banking related, lending, research, etc.) on a daily basis.
• Proactively makes phone calls to existing high net worth clients and provides consultative advice to enhance, grow and retain client relationships.
• Responsible for handling loan applications; including processing and proper documentation (ie., regulatory and compliance) for review by seasoned banker.
• Works in tandem with the seasoned banker / relationship manager in coordinating the loan closing for high net worth clientele.
• Opens new accounts, CD's, loans, cross-sells bank services in order to enhance, grow and retain client relationships.
• Completes monthly reports and maintains department records as requested.
• Completes all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

Non-Essential Functions

Performs all other duties as assigned.

Experience / Skills

Education Bachelor's Degree preferred.

Travel Requirements Ability to travel to all locations as needed for meetings, projects, training as needed.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and / or move up to 10 pounds.

Equipment MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities