Private Banking Advisor

Kansas City, KS
10/30/2019

Serves as a banking specialist for client relationships typically with more than $1,000,000 in investable assets. Provides deposit and lending expertise while collaborating with a customized team of experts to consistently deliver advice-based solutions that simplify financial complexity to achieve the client's goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Prospects for clients by sourcing and building own pipeline of clients/opportunities.
  • Earns referrals from clients and internal business partners and Center of Influence.
  • Partners with the Wealth Management team, Commercial Banking team, other internal business partners and Centers of Influence in the sales process to maximize new business opportunities.
  • Demonstrates highly developed sales, client contact and relationship management skills including development of targeted business plans.
  • Ensures service standards and metrics are met based on client banking needs and segmentation.
  • Collaborates with Wealth Team to deliver advanced planning techniques.
  • Takes ownership for resolving client's banking issues.
  • Provides client with current industry trends and commands a thorough knowledge of banking products and solutions.
  • Challenges and collaborates with the client to articulate and achieve their goals.
  • Manages overall balance sheet, including both deposit and lending to increase profitability and enhance the client relationship.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED

  • BS/BA is required. Business Administration, Finance, Economics is referred; MBA is preferred.
  • Brings a minimum of 5 years of successful sales/client service experience in commercial, business and/or private banking services industry.
  • Experienced operating in an environment that stresses both individual accountability and team-based performance.
  • Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
  • Strong credit, underwriting and loan structuring skills.
  • Ability to analyze financial statements.