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Job 5733: Sr. Private Bankers (Private Client Services) - 2 positions available

Location City: Sacramento, Northern Calif - Rural - from Santa Rosa to Sacramento area Location State: CA Salary Range: 90 - 100K + 35-50K Bonus & Incentives: Target Bonus based on attaining goals. Can exceed target bonus. Position Responsibilities: Manage Full Service Banking Relationships. Deal With High Net Worth Clients. Recommend product & services including credit structures, prepares loan packages
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Location City: Sacramento, Northern Calif - Rural - from Santa Rosa to Sacramento area

Location State:
CA

Salary Range:
90 - 100K + 35-50K

Bonus & Incentives:
Target Bonus based on attaining goals. Can exceed target bonus.

Position Responsibilities:
Manage Full Service Banking Relationships. Deal With High Net Worth Clients. Recommend product & services including credit structures, prepares loan packages for credit review & underwriting, opens & services accounts within authorized limits & ensures records/files are maintained within policy/guidelines. Analyzes financial, tax & credit needs of customers, monitors customer needs, recommend strategies. Develops client base through cross-selling products. Develop new business with external resources.

Education and Certifications/Licenses:
Bachelors, CFP a plus

Mandatory Minimum Qualifications:
Must have formal credit training. Minimum of 5 years in Commercial RE lending or private banking with a track record of selling and servicing clients. Underwriting experience is a plus.

Additional Comments: Great Central Valley location. Lots of outdoors sports in area. Great place to raise a family
Benefits: Std.

Overnight Travel:
Limited

Relocation Assistance:
Other, Depends on qualifications

To apply for this Job: please send your resume to <[email protected]> and reference the job number.

TAGS: News Archive
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