Legal Specialty Group Senior Private Banker IIII job in Washington, DC| Recruit Arrow
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Thursday, April 25, 2024
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Title
Legal Specialty Group Senior Private Banker IIII
Location : District of Columbia, Washington
Refer job # JZJT338019
 
Job Responsibilities and Requirements: The Senior Private Banker 4 manages full-service banking relationships with law firms and its employees and oversees a portfolio of highly complex accounts within the Legal Specialty Group. Consults with consumer clients and recommends solutions to help them attain their financial goals. Provides superior client experience to professional services clients by resolving inquiries and issues, opening and servicing accounts within authorized limits, such as checking, savings, credit/loan. Consults with commercial clients on complex credit, leasing, escrow, Treasury and Foreign Exchange needs and recommends products/solutions to meet those needs. Analyzes financial, tax and credit needs of clients, monitors clients' changing needs and recommends strategies that utilize company products/services. Develops client base through cross-selling products and servicing existing clients, develops new business through interaction with external resources, keeps informed of changing market conditions. Provides training and guidance to less experienced Private Bankers. . Required Qualifications: 8+ years of consumer and commercial client, mortgage or private banking experience including working with professional services firms Desired Qualifications: Commercial credit experience FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Knowledge and understanding of High Net Worth (HNW) clients: client services Experience consistently delivering strong sales performance Excellent relationship management skills Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and-comply with related policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
 
 
 
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