Private Banking Account Executive

Vaga não está no LinkedIn

🕒 Junho 30

🍂 Massachusetts – Remoto

🍂 Massachusetts – Remote

💵 $102.400 - $153.600 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🧑‍💼 Executivo de Contas

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Leader Bank

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2002

🛡️ Seguros

🏦 Bancário

💸 Finanças

Insurance • Banking • Finance

O Leader Bank é um banco comunitário com sede em Massachusetts e alcance nacional que oferece produtos bancários pessoais, para pequenas empresas e comerciais, além de soluções de crédito. Ele fornece contas corrente e poupança, certificados de depósito com alto rendimento, hipotecas e crédito imobiliário, empréstimos comerciais e da SBA, serviços de gestão de caixa e depósitos (incluindo ZDeposit) e seguros através do Leader Insurance. O banco enfatiza um serviço personalizado focado na comunidade, recursos de banco digital e soluções sob medida para proprietários de imóveis, empresas, locadores e profissionais do setor imobiliário.

Descrição

• Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits. • Acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives. • Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment. • Build and maintain close relationships with clients and business partners. • Provide concierge service experience to clients, including responding quickly to client and partner inquiries, providing financial guidance, and developing personalized banking solutions. • Meet with clients and business partners in-person, virtually, and through other networking opportunities, groups, events, etc. • Identify potential business opportunities through external referral sources. • Work well individually and as a team to create strategies and marketing opportunities to help promote the brand.

🎯 Requisitos

• Bachelor’s degree, CFP, CTFA a plus • Minimum 10 years private client/private banking experience • Entrepreneurial mindset, ability to think outside the box • Specialty product knowledge a plus • Independent contributor expected to manage own book of business as well as retain and effectively manage clients • Strong verbal and written communication skills and interpersonal skills required • General computer knowledge a must with prior banking applications experience preferred • Ability to handle multiple priorities and poses a strong attention to detail

🏖️ Benefícios

• Health insurance coverage • Team member wellness program • Life and disability insurance • Retirement savings plan • Paid holidays and paid time off • Vacation