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Senior Personal Banker

New York, NY 10175

Posted: 10/09/2018 Employment Type: Permanent Industry: Retail, Commercial & Private Banking Job Number: 527 Pay Rate: $55,000 - $65,000 plus commission

Our client, a leader in Private Banking, is currently searching for Personal Bankers with experience dealing with HNW clients that are relationship driven and have the ability to grow deposits. 



  • Work closely with all banking channel partners such as but not limited to Financial Advisors, Insurance Officers, Mortgage Consultants and underwriters to further develop client relationships.
  • Manage loan documentation process from approval to closing and supporting the Loan Administration to insure a successful process.
  • Process wire transfers, internal transfers and other product maintenance via phone, email or face to face.
  • Maintain board knowledge of financial products and services from daily money management to long term savings options to ensure all customer needs are met.
  • Training and mentoring new hire Bankers with focus on growing deposit base
  • Provide sound advice at every customer interaction to create a positive customer experience and ensure that the customer’s financial needs are met
  • Process wire transfers
  • Structure and originate residential mortgage, HELOC, Consumer loan applications, Business Loans/Lines and offer or negotiate terms for compensation or gain
  • Cultivate partnerships with segment partners to obtain and provide appropriately qualified referrals
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs.
  • Maintain positive banking relationships with existing clients to source and acquire new leads
  • Convey technical information inherent in banking products to clients using understandable terminology
  • Partner with relationship managers and investment advisors to identify cross-sell opportunities
  • Provide excellent customer service through swift resolutions and issue escalations

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