Private Banking Relationship Manager - Sarasota

Job Details

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Responsible for the establishment and achievement of personal goals and objectives, including the generation of revenue and the maintenance of customer satisfaction
• Meet the varied and diverse financial needs of customers by informing them of other bank products and services such as investment options, financial and estate planning services
• Manage a portfolio of accounts; making decisions affecting account administration and issues which affect customer relations
• Provide service to and develop rapport with existing customers and prospects to retain and expand existing relationships and foster new ones
• Administer current private banking accounts and generate new business to achieve revenue goals
• Maintain knowledge and understanding
• All other duties as assigned

SUPERVISORY RESPONSIBILITIES

The incumbent may assist with directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.

Bachelor (4-year college) degree

3-5 years of experience or equivalent combination of education and experience

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office suite

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.