Bank Management, Banking Services, Business Development, Business Loans, Communication Skills, Computer Skills, Credit Analysis, Customer Support/Service, Financial Analysis, Financial Services, High Net Worth, Interpersonal Skills, Keyboards, Loans, Microsoft Excel, Microsoft Word, Multitasking, Office Equipment, Physical Demands, Presentation/Verbal Skills, Private Banking, Regulations, Relationship Management, Sales, Sales Management, Seminars, Willing to Travel, Writing Skills
POSITION SUMMARY
Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals.
ESSENTIAL REQUIREMENTS
- Establishes relationships to provide for their financial needs.
- Ensures quality customer service on assigned accounts.
- Analyzes credit and financial information of customers as a basis for recommending other financial services.
- Regular and predictable attendance is an essential requirement of the position.
- Responsible for the completion of all compliance training related to the position.
- Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
- Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending.
- Strong relationship management skills.
- Strong sales and proactive calling skills.
- Great verbal and written communication skills.
- Strong PC skills--proficiency in Microsoft Word and Excel essential.
- Highly motivated.
- Professional demeanor.
- Ability to handle multiple tasks in a fast-paced environment.
- Strong interpersonal skills to network with bankers in developing new business opportunities.
EDUCATION
Bachelors Degree preferred.
TRAVEL REQUIREMENTS
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.
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.
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1st Source Corporation
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