обновлено 4 дня 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/Credit): Advising high-net-worth clients on credit and cash management solutions while originating, analyzing, structuring, and managing complex banking products with an accent on relationship management, financial analysis, and credit risk mitigation. Focus on structuring complex credit requests, managing a book of business, ensuring regulatory compliance, and mentoring team members.
Location: In-office in Lancaster, PA or Mechanicsburg, PA
Company
is a banking and private banking organization providing financial products and services to clients.
What you will do
- Advise current and prospective high-net-worth clients on credit and cash management solutions.
- Originate and sell banking products and services through internal and external client networks.
- Analyze, structure, negotiate, document, and execute complex credit and non-credit banking transactions.
- Manage and monitor a book of business to support client satisfaction, retention, and revenue growth.
- Evaluate and mitigate credit risk while ensuring compliance with banking policies and regulations.
- Provide leadership and mentoring to team members.
Requirements
- University or college degree; a Bachelor's degree is listed for the role.
- Typically 8+ years of relevant industry experience.
- Advanced knowledge of credit fundamentals, credit analysis, financial management, and risk mitigation.
- Experience with client relationship management, portfolio management, sales negotiation, and value selling.
- Strong decision-making, critical thinking, communication, prioritization, and problem-solving skills.
- Must work in the office in Lancaster, PA or Mechanicsburg, PA; employment visa sponsorship and STEM OPT participation are not provided.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and responsible risk management.
- Medical, prescription drug, dental, and vision coverage options.
- 401(k) with match, pension, stock purchase plans, and disability protection.
- Paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursements.
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