Assistant Vice President, Private Banking Lending

Dollar Bank, FSB; Cleveland (OH); On-site; USD 103,100 - 116,500; Full time

Job summary

Dollar Bank, FSB in Cleveland, OH seeks an Assistant Vice President for Private Banking to develop and manage a diverse portfolio of loans and deposits, delivering tailored financial solutions. You will work with a team of financial experts to provide exceptional service and impact clients’ financial futures; this is an in-person role.

The position requires a sharp eye for detail, strong client service, and a deep understanding of lending and regulatory issues.

Qualifications

• Bachelor’s Degree required or commensurate experience.
• Five (5) years of lending experience in private banking, consumer lending, mortgage origination, or business banking.
• Ability to manage a portfolio of client relationships including growth, retention, and expansion.
• Understanding of legal and regulatory issues associated with the lending function and documentation requirements.
• Strong analytical, organizational, and customer service skills.
• Exceptional oral and written communication skills.
• Proficiency in Microsoft Word and Excel.
• Excellent interpersonal skills and team player.
• Valid driver’s license and reliable vehicle access.
• Background checks required by OCC.

Responsibilities

• Source and develop new client relationships including loans and deposits.
• Gather financial information and underwrite loan proposals.
• Present credit proposals to division head and credit committees for approval.
• Administer and maintain loan portfolio.
• Meet annual loan production and growth goals plus deposit account goals.
• Maintain high credit standards to ensure portfolio quality.
• Ensure proper loan documentation is prepared and executed with covenants and collateral requirements.
• Manage workouts to preserve principal for the Bank.
• Refer business to other asset areas within Dollar Bank.
• Represent Dollar Bank in professional associations and community functions.

Skills

Analytical skills

Organizational skills

Customer service

Communication skills

Microsoft Word

Excel

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

Job description

Dollar Bank, FSB in Cleveland, OH seeks an Assistant Vice President for Private Banking to develop and manage a diverse portfolio of loans and deposits, delivering tailored financial solutions. You will work with a team of financial experts to provide exceptional service and impact clients’ financial futures; this is an in-person role.

The position requires a sharp eye for detail, strong client service, and a deep understanding of lending and regulatory issues.