Private Banking Advisor for High-Net-Worth Clients

Republic Bank & Trust Co; Nashville (TN); On-site; USD 90,000 - 140,000; Full time

Job summary

Republic Bank & Trust Co. in Nashville seeks a Private & Professional Banking Officer to deliver quality service to Private Banking clients, deepening relationships with high-net-worth individuals and executives. You’ll tailor financial solutions, manage a loan and deposit portfolio, and drive growth in CRE, C&I, and retail products.

Applicants must be authorized to work in the U.S. and may require NMLS registration.

Qualifications

• 5 years’ experience in commercial and retail lending or equivalent experience required.
• Minimum of 5 years’ previous sales experience required.
• Demonstrated proficiency in Microsoft Office (Word, Excel, and Outlook) required.
• NMLS registration may be required*

Responsibilities

• Manage individual portfolio of loans and deposits for retention & growth by managing maturities, delinquency, charge offs, deficiency tracking and performing annual credit reviews and renewals/extensions and modifications.
• Manage commercial banking relationships, including analyzing business financials, having a detailed understanding of the business and their income statement and balance sheet.
• Responsible for selling commercial and retail bank products/services that are more complex with a focus on High-Net-Worth Clients, Medical Professionals and small to medium size businesses with the expectation of growing our CRE, C & I and Retail Loan Portfolio’s as well as production of Secondary Market Loans.
• Responsible for selling all Retail and Treasury Management deposit products and obtain deposit growth and fee income for the bank, including credit card and merchant services.
• Act as the bank's agent with respect to advising the client as to proper loan structure.
• Participate in community affairs to increase the Bank’s visibility and enhance new business development opportunities.
• Responsible for establishing and maintaining consistent referral sources and tracking all sales calls in Salesforce.
• Retain existing client base through regular calling/ entertainment initiatives to strengthen relationship with the bank.
• Solicit sales from new and existing clients through individual business development efforts. Negotiate, structure, price, document, and close transactions of small to moderate complexity with minimal guidance with terms acceptable to the Bank and client even when goals conflict.
• Learn the credit culture of Republic Bank in order to present appropriate credits for approval.
• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
• Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
• Willingly perform all other duties and projects as assigned.

Skills

Sales experience

Customer service

Verbal and written communications

Teamwork

Tools

Microsoft Office

Job description

Republic Bank & Trust Co. in Nashville seeks a Private & Professional Banking Officer to deliver quality service to Private Banking clients, deepening relationships with high-net-worth individuals and executives. You’ll tailor financial solutions, manage a loan and deposit portfolio, and drive growth in CRE, C&I, and retail products.

Applicants must be authorized to work in the U.S. and may require NMLS registration.