Private Banking Lender

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

Job Overview

Build your career in high net‑worth banking as an Assistant Vice President at Dollar Bank. In this role you will develop and manage a diverse portfolio of loans and deposit products, delivering exceptional financial solutions tailored to each client’s unique needs. You will work closely with a team of financial experts to provide top‑notch service and make a lasting impact on clients’ financial futures.

This position requires a sharp eye for detail and a passion for delivering excellent client experiences.

This isn’t your average lending position; our Private Banking department is committed to the highest level of service for each individual.

In‑person position.

Required Qualifications

• Bachelor’s Degree required (will consider commensurate experience).
• Five (5) years of lending experience in private banking, consumer lending, mortgage origination, or business banking with a demonstrated history of sourcing new business in a banking environment.
• 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 computer skills including Microsoft Word and Excel.
• Excellent interpersonal skills and team player.
• A valid driver’s license and reliable vehicle access.
• Candidates will be subject to additional background checks required by the Office of the Comptroller of the Currency.

Preferred Qualifications

• Understanding of collateral, valuation, perfections, and liquidation.
• Credit/underwriting experience.
• Experience in the Northeast Ohio market.

Principal Activities and Duties

• Source and develop new client relationships to include 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 associated deposit account goals.
• Maintain high credit standards to ensure the highest levels of portfolio quality.
• Ensure proper and complete loan documentation is prepared and executed, and ensure security conformity with loan covenants, collateral advance ratios and other conditions.
• As necessary, manage workouts to preserve principal for the Bank.
• Refer business to other asset areas of Dollar Bank, including Corporate Banking, Treasury Management, Business Banking, and Commercial Real Estate.
• Represent Dollar Bank in professional associations and community functions to develop new business relationships.
• All employees have the responsibility and accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring risk encountered daily as required by Dollar Bank’s risk management program.
• Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Compensation

$103,100-$116,500