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Company Overview 

We are a big company. We’re the largest financial institution headquartered in the western U.S. We span all of North America. Our stock market value is about $100 billion. Forbes ranks us among the world’s top 50 companies based on a composite of sales, assets, profits and market value. We’re in the top 20 among all U.S. companies in profits and market value. We’re one of America’s 30 largest private employers, with more than 168,000 team members. We’ll continue to grow—not to become bigger but as a result of getting better.

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Private Banker 1 - Kenai Peninsula    
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Job Description 

This position will be located at in either Homer, Kenai, or Soldotna.

Manages full-service banking relationships with upper mass affluent community banking customers. Consults with customers regarding financial needs, recommends products and financial services including community banking products plus private banking deposit and consumer credit products. Prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits. Identifies full balance sheet cross-sell opportunities for client and effectively coordinates with partners to evaluate those opportunities. Monitors changing needs and recommends strategies that utilize company products and services. Develops customer base through cross-selling products and servicing current clients. Develops new business through interaction with external resources. Keep informed of changing market conditions in order to properly manage relationships with clients. Note: Must have a working knowledge of consumer deposit and credit products and have an understanding of sophisticated affluent and high net worth clients. 


Job Requirements 

* Minimum Qualifications:
Energy and enthusiasm to attract new business and maintain positive relationships with high value clients. Proven sales abilities and success in both sales development and in building strong relationships with partners. Excellent written and verbal communication skills. Excellent time management skills. We seek candidates with three or more years of experience in corporate, consumer, mortgage or private banking, and with a background in consumer credit. Registered Personal Banker 2s or Licensed Bankers are encouraged to apply. Candidates must be willing to obtain Series 7 and 66 Licenses. 

 

     
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