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  • Chicago, IL

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Private Banking Officer II

First Midwest Bank • Chicago, IL

Posted 6 days ago

Job Snapshot

Experience - At least 2 year(s)
Degree - 4 Year Degree
Other Great Industries


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Job Description

Facilitate the delivery of full-service wealth management service to high-net-worth individuals. Offer financial and wealth management advice, and maintain customer awareness of company services.

• Assist Private Banking Officers in the handling of complex credits with minimal assistance
• Demonstrate proficiency in all areas of credit analysis; able to perform complex credit analysis and prepare clear, complete, written and oral presentations with minimal assistance
• Present analysis of loan presentation to loan committee with minimal direction and supervision (Provide appropriate mitigating factors related to credit risk)
• Follow established lending procedures and perform adequate credit analysis
• Manage a private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends
• Call on potential or existing customers to develop new business by promoting company services and products
• Establish a professional referral network of COIs
• Achieve set goals for deposit and loan volume
• Cross-sell various products and services (such as Trust and Investment products) offered by other lines of business to ensure timely and efficient delivery to private banking customers
• Assist with basic portfolio responsibility: maintain and support business with existing clients
• Administer FMB’s Private Banking activities, ensuring that a full range of private banking services are provided to high-net-worth individuals with large and/or complex accounts
• Assisting in developing strategies to market and deliver private banking services to high-net-worth individuals
• Moderate interaction with high-net-worth bank customers and prospects requiring tact and persuasiveness in presenting the bank’s position
• Regular interaction with bank customers and prospects in social settings requiring sophistication to represent the bank positively within the communities we serve
• Routine interaction with the Commercial and Retail Banking staff, Loan Review, Compliance and others as needed
• Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
• Implement bank-directed policy and changes relating to regulatory amendments
• Participate in all required training sessions
• Adhere to set FMB policies and procedures


Job Requirements

• Bachelor’s Degree in Business, Finance or other related field with at least 2 Accounting courses preferred
• 6+ years of increasing responsibility within the banking sales function with proven results over time
• Minimum 2 years’ experience in private banking management
• Strong analytical ability with effective written and verbal communication skills required
• Thorough knowledge of Federal and State regulations covering banking activities
• Excellent interpersonal skills
Job ID: 17-0785
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