4 часа назад
Private Banker 2
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Banker 2 (Private Banking): Marketing private banking services and managing relationships with business owners, executives, professionals, and referral partners with an accent on client service, cross-selling, and loan underwriting. Focus on analyzing financial and credit documentation, preparing loan memoranda, supporting mortgage and consumer loan approvals, and developing wealth management and insurance opportunities.
Location: Pittsburgh, Pennsylvania, United States; onsite at 626 Washington Place
Company
provides banking, wealth management, insurance, and private banking services.
What you will do
- Market private banking products and services to business owners, executives, professionals, and Centers of Influence.
- Build referral networks with Commercial, Retail, Wealth, real estate, accounting, and legal professionals.
- Manage and expand private banking relationships through deposits, loans, wealth management, and insurance services.
- Analyze financial statements, tax returns, credit reports, appraisals, and other documentation for mortgage and consumer loan requests.
- Prepare cash flow schedules and credit memoranda, review legal documentation, and negotiate with clients.
- Collaborate with business partners while managing compliance and daily business risks.
Requirements
- BA or BS degree.
- At least 5 years of experience.
- Strong organizational, analytical, interpersonal, communication, customer service, and underwriting skills.
- Experience using Microsoft Word and intermediate-level Microsoft Excel.
- Ability to multitask in a fast-paced environment and demonstrate strong sales, household generation, and cross-selling performance.
- Nationwide Mortgage Licensing System and Registry Identifier required.
Culture & Benefits
- Focus on high-quality service and client satisfaction.
- Employees are expected to manage, monitor, report, and respond to business risks.
- Compliance with regulatory laws and company procedures is required.
- Employment-based visa sponsorship is not provided; candidates must be legally authorized to work in the United States.
- Equal employment opportunity and a discrimination-free workplace.
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