What are the responsibilities and job description for the Private Banking Officer position at bankatfirst?
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!
If you are interested and qualified for this role, we invite you to apply.
Essential Functions/Responsibilities
- Possesses solid product knowledge and good sales and relationship management skills.
- Typical Client Revenue* is between $2 and $3 million. *
- *The revenue would be the overall book of business and not any one single client.
- Develops and strengthens client relationships within the client segment described above.
- Seeks new business opportunities for all lines of business throughout the bank.
- Grows revenues in accordance with agreed upon goals.
- Maintains high levels of client service by executing a client request/solution within a specific turnaround time. Client feedback scores will be used to help measure the level of client service.
- Participates in ongoing internal and client facing routines such as but not limited to annual tiered client contact requirements, to include compliance and regulatory activities.
- Effectively interface with internal partners, such as but not limited to Credit, Deposits, Mortgage, Investments, Brokerage, and Small Business Banking to deliver needs based solutions.
- Supports our data based marketing approach and integrated sales process.
- Executes within appropriate risk and compliance guidelines
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
- Strong written and oral communication skills are required.
- Solid knowledge in banking services, to include credit is required.
- Solid knowledge of wealth management products and services is required.
- Business and technical skills are necessary; to include needs assessment, planning and analysis skills is required.
- Proven ability to manage and deliver results in a moderate to complex environment is required.
- Typically has at least 6 years of client facing sales and relationship management experience with demonstrated ability to grow revenue and deliver satisfied clients.
- Typically has at least 6 years of banking and related financial services experience.
- Proven compliance record at previous roles is required.
- FFB experience is preferred, but not required.
- High School Diploma required.
- Series 7, 6, 63 license preferred, but not required.
- CFP designation preferred, but not required.
- Bachelor’s degree preferred, but not required.
Preferred Knowledge and Skills
Level of Complexity and Scope
Degree of Independence and Decision-Making
Required Supervisory Responsibilities
Physical Requirements
- Occasionally lifts and carries up to 10 lbs.
- Occasionally drives.
- Frequently sits, stands and walks.
Compliance Statement
The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.
Development and Training
Benefits
We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.
Incentive Eligibility
All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.
It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.
We are an E-Verify Employer.
