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Bro Squad Racing
Private Banking Relationship Manager - IndianapolisBro Squad Racing • Indianapolis, IN, United States
Private Banking Relationship Manager - Indianapolis

Private Banking Relationship Manager - Indianapolis

Bro Squad Racing • Indianapolis, IN, United States
3 days ago
Job type
  • Full-time
Job description

Private Banking Relationship Manager

Manages full client relationships, providing financial services for specific or special banking needs, and develops new business.

Essential Duties and Responsibilities:

  • Provide extensive personalized service to customers with specific or special banking needs
  • Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
  • Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
  • Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB's market share within the affluent customer segment
  • Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
  • Evaluate loan requests and approve credits within approved authority
  • Submit credit requests above authorized limits to Division Manager

Other Functions:

  • Support Bank's commitment to community involvement by serving on external charitable Board of Directors and by attending functions
  • Perform other duties as assigned

Working Conditions: Indoor, office environment with occasional travel as needed

Minimum Job Requirements:

Education: BS/BA in business, finance or related field and/or related experience in lieu of degree

Experience: Minimum of 2 years lending experience

Specific Skills:

  • Proven ability to give exceptional customer service
  • Proven business development experience
  • Self-starter
  • Excellent written and verbal communication skills
  • Professional appearance and demeanor

Physical requirements:

  • Primarily sedentary work performed in an office environment
  • Ability to sit for extended periods of time while working at a computer
  • Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
  • Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
  • Visual acuity sufficient to read computer screens, printed documents, and financial data
  • Occasional standing, walking, bending, or reaching
  • Ability to lift and carry up to 1015 pounds occasionally (e.g., files, office supplies)

Benefits:

  • 401(K) with a company match of up to 6%
  • ESOP employer match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Cancer/Disease insurance
  • Accident insurance
  • Flexible Spending Accounts
  • Flexible Savings Accounts
  • Health Savings Accounts
  • Bank paid Life/AD&D insurance
  • Voluntary Life/AD&D insurance
  • Bank paid Short-Term and Long-Term Disability insurance
  • Employee Stock Purchase Plan
  • Employee Assistance Program
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Private Banking Relationship Manager - Indianapolis • Indianapolis, IN, United States

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