Private Banking Lender

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

Job summary

Dollar Bank in Cleveland, OH, seeks an Assistant Vice President to build and manage a diverse portfolio of loans and deposit products, delivering tailored financial solutions to high-net-worth clients. You will partner with a team of experts to provide exceptional service and drive growth in private banking.

This role emphasizes strong credit discipline, regulatory awareness, and proactive client engagement, with responsibilities ranging from underwriting to portfolio administration and

Qualifications

• This role requires a Bachelor’s degree and five years of lending/ private banking experience.
• Must be able to manage relationships, grow portfolios, and retain clients.
• Strong regulatory and documentation knowledge, with excellent communication.

Responsibilities

• Source and develop new client relationships for loans and deposits.
• Underwrite loan proposals and present them for approval.
• Maintain and administer the loan portfolio; meet production goals.
• Maintain credit standards and ensure proper loan documentation.
• Coordinate with other bank areas to refer business and manage risk.

Skills

Lending experience

Portfolio management

Regulatory knowledge

Analytical skills

Communication skills

Interpersonal skills

Team player

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Job description

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 individual’s unique needs. As a trusted partner, you will work closely with a team of financial experts to provide top‑notch service and make a lasting impact on your clients' financial futures. What sets the Private Banking department apart is our commitment to the highest level of service for each client.

This role requires a sharp eye for detail and a passion for delivering excellent client experiences. Are you ready to join a dynamic, forward‑thinking team at the forefront of the banking industry?

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, as well as documentation requirements.
• Strong analytical, organizational, and customer service skills.
• Exceptional oral and written communication skills.
• Proficiency in computer skills including Microsoft Word & Excel.
• Excellent interpersonal skills and a team player.
• A valid driver’s license and access to a reliable vehicle.
• Candidates will be subject to additional background checks as 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 that the highest levels of portfolio quality are achieved.
• Ensure that proper and complete loan documentation is prepared and executed, and that security conformity with loan covenants, collateral advance ratios and other conditions.
• Manage workouts as necessary, ensuring maximum preservation of 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 the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter 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