Private Banker II

External

Stbancorp · Lancaster Building

Full-timeOn-siteToday

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Requirements

Physical Demands:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who h

Benefits

Vision insurance

Additional Information

Location: 205 Granite Run Drive Lancaster, PA 17601 Hours: Monday - Friday (8:00 AM - 5:00 PM) (Additional hours as necessary to meet the objectives of the department) Function: Independently performs business development activities for high net worth segment of the bank, focusing on loans, deposit, and Assets Under Management (AUM). Work with clients to meet their financial goals and objectives. Proactively advise and consult with clients, explaining the types of financial services available, educating, and recommending investment, deposits, and lending options as well as the potential risks surrounding meeting their financial objectives. Regularly works with line of business partners to achieve high net worth client's financial goals. Duties and Responsibilities: Consistently and independently identifies potential high net worth prospects by working with Commercial, Consumer Banking, Retail Mortgage and Wealth Management partners. Requires little support when seeing an opportunity through from inception to closing. Enhances the sales/client experience in Private Banking. Understands the financial markets and their impact on clients. Demonstrates a strong understanding of banking, credit/underwriting, and investment products. Maintains a robust network of centers of influence from which referrals can be generated to ensure all annual goals are met and/or exceeded. Exhibits solid understanding of core credit concepts with the ability to properly structure a loan opportunity. Quickly identifies and mitigates possible credit risks and provides solutions to clients with the bank's best interest in mind. Acts in an advisory capacity with a background framed by core credit concepts allowing quick identification of challenges and opportunities within a borrower's financial statements. Performs ongoing analysis of client accounts to ensure client goals are targeted while bank profitability is maintained. Through analysis can proactively identify and execute on additional opportunities to deepen relationships. Works with Premier Bankers to assure proper account "fit" and account set up with bank operations. Exhibits strong understanding of cross selling options with ability to identify and execute on referrals to ancillary business lines. Coordinates meetings to uncover a client's financial goals and objectives and subsequently recommends products and services from multiple business lines. Requires S.A.F.E. Act certification. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act. Maintains a positive working relationship with bank employees in other departments. Strong interpersonal skills with the ability to work independently, as well as a team player to contribute to the success of retail, commercial and wealth and the overall organization. Assumes additional duties as required. Education: Requires a four-year college degree or equivalent, in Business Administration, Accounting, or Finance preferred. CFP, Series 7, and Series 66 preferred. Prior NMLS registration preferred required upon placement. Formal credit training preferred.

Private Banker II

Requirements

Benefits

Additional Information

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