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  • Palm Beach, FL

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Senior Private Banker

M&T Bank • Palm Beach, FL

Posted 30 days ago

Job Snapshot

Full-Time
Other Great Industries
Sales, Accounting, Management

Job Description



The Senior Private Banker is responsible for providing deposit and lending services to financially active, high net worth individuals with assets under management exceeding $3 million and/or net worth exceeding $5 million. Private Banking serves as the bridge between the Commercial Bank and Wealth Advisory Services, to meet the banking needs of our shared clients. Areas of concentration within the portfolio include high net worth individuals and their families, real estate entrepreneurs, business owners and executives. Group credits of clients typically range between $500,000 and $50 million. Private Banking offers a wide range of banking services, including deposits accounts, mortgages, lines of credit, secured loans, and tailored complex credit solutions. Private Banking is also responsible for identifying wealth management opportunities amongst our clients to generate additional fee income for the Wealth Advisory Services team.

Responsibilities:
• Proactively contact existing customers & prospects
• Acquire, retain & expand existing relationships
• Maximize depth & profitability of the customer relationship
• Work closely with internal partners in Wealth and Commercial Lending
• Understand and identify credit and investment needs of high net worth clients and offer customized solutions.
• Follows market trends and developments to increase the Bank's business in established and developing markets
• Participates in civic and cultural organizations.

Minimum Qualifications Required:
• Bachelor's degree and 5 years of closely related experience
• Minimum of 7years sales and lending experience
• Extensive customer contact & experience in managing high net worth client relationships
• Excellent listening, communication and interpersonal skills, with the ability to interact with all levels of personnel using diplomacy
• Ability to work well in a team environment
• Working knowledge of Excel
• Strong presentation, planning and follow up skills

Ideal Qualifications Preferred:
• 7 or more years of Private banking experience with a financial institution
• Credit trained with experience in Commercial Lending
• MBA, CFP, CPA or similar designations
• Series 7 license
• Supervisory and/or mentoring experience for junior and associate relationship managers

Job ID: 3DG0W
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