10 дней назад
Banking Advisor II (MLO) (Private Banking)
75 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Banking Advisor II (MLO) (Private Banking) (Credit and Cash Management): Advising high-net-worth clients and developing credit, cash management, and other banking solutions with an accent on credit analysis, risk mitigation, relationship management, and revenue growth. Focus on originating and documenting banking products, evaluating credit requests, managing a book of business, and ensuring regulatory compliance.
Location: In-office in Pittsburgh, PA; East Hanover, NJ; or Philadelphia, PA
Salary: $75,000–$125,000 per year, plus incentive compensation based on company, business, and individual performance.
Company
is a banking and financial services company serving retail, commercial, and private banking clients.
What you will do
- Advise current and prospective high-net-worth clients on credit and cash management solutions.
- Introduce and sell private banking products and services while building relationships with clients, partners, and centers of influence.
- Support clients with day-to-day banking transactions and handle the origination, analysis, negotiation, and documentation of banking products.
- Manage and monitor a book of business to support client satisfaction, retention, and sales revenue growth.
- Analyze, evaluate, and mitigate credit risk in accordance with internal credit policies and banking regulations.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- 3+ years of relevant or direct industry experience.
- Knowledge of client relationship management, credit analysis, financial management, portfolio management, and sales processes.
- Strong communication, decision-making, critical-thinking, problem-solving, negotiation, and prioritization skills.
- Must be able to work in-office in Pittsburgh, East Hanover, or Philadelphia.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and risk management.
- Medical, prescription drug, dental, and vision coverage, with a Health Savings Account option.
- Life insurance, short- and long-term disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and tenure.
- Educational assistance, wellness programs with financial incentives, and dependent care, adoption, surrogacy, and doula reimbursement options.
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