Senior Private Banker — High Net Worth Growth

S&T Bancorp, Inc.; United States; Vor Ort; USD 75.000 - 185.000; Vollzeit

Zusammenfassung

S&T Bank is seeking an experienced Mortgage Loan Originator to independently develop relationships with high net worth clients in the Lancaster area. You will advise on loans, deposits and wealth management solutions, coordinating with partners across Commercial, Retail and Wealth Management to meet clients' financial objectives.

Requires a four-year degree in finance-related fields, and licenses (CFP, Series 7, Series 66, and NMLS) with strong credit acumen.

Qualifikationen

• Four-year degree in Business Administration, Accounting, or Finance preferred.
• CFP, Series 7, and Series 66 preferred; NMLS registration preferred or required.
• Ten plus years of general business experience and 5–10 years selling financial products to high net worth clients.

Aufgaben

• Identify and develop high net worth prospects in collaboration with Commercial, Consumer Banking, Retail Mortgage and Wealth Management partners.
• Explain financial services options and advise on investments, deposits and lending solutions.
• Maintain referral networks with COI to meet or exceed annual goals.
• Assess client financial statements to structure loans and mitigate credit risk.

Kenntnisse

Business development

High net worth clients

Wealth management knowledge

Cross-selling

Credit underwriting

Relationship management

Ausbildung

Four-year college degree in Business Administration, Accounting, or Finance

CFP

Series 7

Series 66

NMLS registration preferred

Credit training preferred

Jobbeschreibung

S&T Bank is seeking an experienced Mortgage Loan Originator to independently develop relationships with high net worth clients in the Lancaster area. You will advise on loans, deposits and wealth management solutions, coordinating with partners across Commercial, Retail and Wealth Management to meet clients' financial objectives.

Requires a four-year degree in finance-related fields, and licenses (CFP, Series 7, Series 66, and NMLS) with strong credit acumen.