Wealth Management Private Banker - Hybrid Schedule
Company: Jobot
Location: Oakland
Posted on: August 6, 2022
Job Description:
Wealth Management Private Banker - OaklandThis Jobot Job is
hosted by: Brett TolmieAre you a fit? Easy Apply now by clicking
the "Apply Now" button and sending us your resume.A bit about
us:Our client is a very well-established and one of the oldest and
locally owned banks in the Bay Area. They were founded over 50
years ago and they offer a wide range of services including
personal and business banking, SBA, construction, multifamily,
lines of credit and commercial loans. They also handle trust
services, estate planning, retirement planning and wealth
management.With over 20 branches and 800+ employees, they continue
to grow their business. Aside from generous compensation and
benefits packages, they also offer tremendous stability and growth
potential.Why join us?
- Various Recognition Programs including Monetary Spot
Bonuses
- Up to $5000 Tuition Reimbursement for continued education
- 10 Paid Bank Holidays
- Paid Vacation
- Paid Sick Time
- An ESOP (Employee Stock Ownership Plan) = Retirement Money
- 401K Plan with an employer matchJob DetailsCurrently they are
looking for a Wealth Management Private Banker for their office in
Oakland who will partner with branch managers & associates,
financial advisors and commercial & residential loan officers to
provide the best financial advice on products and services to
clients. They will acquire new high value clients and deepen
existing client relationships by assessing deposit, lending and
investment needs.Responsibilities:
- Assess customer needs, identify opportunities and provide the
best advice to clients in conjunction with partners or
independently in making financial recommendations that best fit the
client s needs.
- Build and maintain an adequate pipeline of opportunities to
meet and exceed goals.
- Establish a reputation of excellence and execution. Gain
confidence with all partners by assessing needs to fully develop
banking opportunities with their clients.
- Act as the subject matter expert for all branch inquires on
products and services offered.
- Understand competitive environment and develop strategies to
retain and win new business.
- Work with and communicate effectively with branch managers,
associates and all partners.
- Travel may be required between Oakland and Castro
Valley.Requirements:
- Minimum Bachelor s Degree
- Minimum 3 years of financial services experience with a
commercial, investment or private bank
- Series 6 and 63 (or 66) securities licenses required. Series 7
preferred
- Proven business development in partnership with centers of
influence is a must
- Very good understanding of local community needs and community
involvement is required
- Knowledge of credit products including residential mortgage
products, home equity lines of credit and commercial credit
facilities
- Experience in understanding the financial needs of all types of
clients
- Strong relationship building capabilities with clients, branch
managers and associates, financial advisors, commercial and
residential loan officers and other product specialists
- Strong understanding of all banking and lending products
including deposit and cash management products
- Ability to efficiently, tactfully and professionally screen,
manage and/or decline transactions while maintaining client
relationships
- Detail oriented with strong organizational and analytical
skills
- Possess excellent oral and written communication skills;
exceptional presentation skills
- Ability to meet deadlines and manage client expectations
- Good collaboration skills in a team-oriented
environmentInterested in hearing more? Easy Apply now by clicking
the "Apply Now" button.
Keywords: Jobot, Oakland , Wealth Management Private Banker - Hybrid Schedule, Executive , Oakland, California
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