Private Banking Specialist

Allegacy Investment Group; North Carolina; On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services company in North Carolina seeks a Private Banking team member to manage consumer banking relationships. This role involves providing superior service, building networks, and achieving portfolio goals. Ideal candidates should have a Bachelor's degree in finance, 2-5 years of experience in financial services, and strong interpersonal skills. The position offers opportunities for professional growth and collaboration across various lines of business.

Qualifications

• Two to five years' experience in financial services.
• NMLS license strongly preferred or pursued within the first year.
• Working knowledge of financial statements and trust accounts.

Responsibilities

• Manage full service consumer banking relationships.
• Provide superior service to existing clients.
• Build a network of prospective business and community awareness.

Skills

Deep financial product knowledge

Strong interpersonal skills

Excellent communication skills

Education

Bachelor's degree in economics or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

DocuSign

Job description

Description

At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together.

Nature and Scope

This position will be a team member of Private Banking whose responsibility is to identity and develop, manage and retain full service consumer banking relationships of qualified members. Consult and recommend solutions to help members attain financial goals, acting as a liaison to other lines of business, to deepen the member relationship (Business Services, Mortgage Lending, Allegacy Investment Group, Business Development, Digital and Retail).

Position takes a public role in developing and maintaining relationships of Allegacy Federal Credit Union to its local community as well as other communities it serves.

This position is responsible for meeting the annual Private Banking portfolio goals. Internally, this position is responsible for collaboration with all lines of business and back office teammates to ensure the best member experience and cross collaboration efforts to deepen the member relationship. Externally, this position involves managing their members’ daily financial servicing needs, providing concierge level service.

Specific Accountabilities

• Deep financial product and process knowledge (of needs and services for high net worth members and business owners) with a commitment to deliver superior member service with professionalism, sense of urgency and accuracy.
• Provide superior service to existing clients and build a network of prospective business, centers of influence and community awareness for Private Banking and Allegacy.
• Ability to work independently, to manage multiple priorities, act with confidentiality and apply interpersonal skills to retain and build member relationships.
• Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
• Professional business writing and excellent verbal communication skills.

Requirements

Education/Experience

• Bachelor’s degree in economics or finance preferred
• Two to five years’ experience in financial services (banking and/or financial advising)
• NMLS very strongly preferred; pursuit and attainment expected with first year if not already licensed.
• Working knowledge and experience with financial statements, trust accounts (including how they are structured (Revocable, Irrevocable, Grantors, Trustee, Beneficiaries, EIN vs. SSN), business accounts, wire transfers, IRA accounts.
• Working knowledge and successful of loan production history
• Proficient in Microsoft Excel, Word, and PowerPoint, Docusign