11 дней назад
Banking Advisor Senior (MLO)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Banking Advisor Senior (MLO) (Private Banking): Advising high-net-worth clients on credit, cash management, and other banking products with an accent on complex credit analysis, financial structuring, and relationship management. Focus on evaluating and mitigating credit risk, managing a client book of business, negotiating banking solutions, and mentoring team members while ensuring regulatory compliance.
Location: In-office in Fort Worth, Texas (76107), United States
Company
provides banking and private banking services for customers and high-net-worth clients.
What you will do
- Advise current and prospective high-net-worth clients on credit and cash management solutions.
- Introduce and sell banking products and services through internal and external client networks.
- Originate, analyze, negotiate, and document credit and non-credit banking products.
- Manage and monitor a book of business to support client satisfaction, retention, and revenue growth.
- Analyze, structure, and mitigate credit risk for complex credit requests.
- Provide leadership and mentoring to team members while ensuring compliance with banking policies and regulations.
Requirements
- Bachelor's degree or a comparable combination of education, certifications, and experience.
- Typically 8+ years of relevant industry experience.
- Experience with client relationship management, credit analysis, financial management, portfolio management, and sales negotiation.
- Strong decision-making, critical thinking, communication, problem-solving, and prioritization skills.
- Must work in the Fort Worth, Texas office; does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on customer experience, respect, and employee contribution.
- Medical, prescription drug, dental, and vision coverage options.
- 401(k) matching, pension, stock purchase plans, and financial wellness incentives.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15 to 25 vacation days depending on career level and service.
- Educational assistance, wellness programs, disability protection, and dependent care support.
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