Onsite Virtual Private Banking Specialist – AVP

Posted 2 days ago

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About the role

  • Act as subject matter expert for FA and Branch inbound inquiries or facilitate referral for resolution to the subject matter expert
  • Act independently in making financial recommendations on banking and lending products to the FAs
  • Provide the best banking and lending financial advice to clients in conjunction with FAs
  • Partner with assigned Private Banker providing direct and backup support as necessary
  • Assist in developing and implementing marketing campaigns. Proactively make outbound calls to FAs
  • Gather client information to facilitate a streamlined account opening process including completion of loan applications and collection of information required to make credit decisions
  • Collaborate with Region Manager on initiatives supporting the region

Requirements

  • Minimum of 5 years’ experience with an investment, commercial or private bank
  • 4 years of client service, business development and/or Sales Desk experience
  • Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
  • Bachelor’s degree preferred, or relevant work experience
  • Software proficiency (e.g., Word, Excel, PowerPoint)

Benefits

  • Health insurance
  • 401(k) matching
  • Comprehensive employee benefits and perks
  • Opportunities for professional growth
  • Work-life balance support

Job title

Virtual Private Banking Specialist – AVP

Job type

Experience level

Lead

Salary

$85,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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