What are the responsibilities and job description for the Private Banking Relationship Manager I position at Trustmark?
Private Banking Relationship Manager I
Location
US-TX-Houston
Job ID
2024-17679
Category
Private Banking
Type
Regular Full-Time
Job Grade
FLSA Status
Exempt
Working Hours
8am - 5pm
Job Location : Company
Montgomery Co - Private Banking - 13096
Overview
Provide a concierge delivery of financial services through a superior level of hands-on contact for the "BEST" customers of the Bank. These clients are high income earners, or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.
Responsibilities
Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests
- Services a loan portfolio, including credit and collateral exceptions and past dues
- Work with partners to provide deposit solutions and other retail services to meet the needs of our clients
- Work with team to provide non-bank solutions to meet the clients needs : Planning, investments, insurance, and fiduciary services
- Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.
- Maintain professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further professional development.
- Provide financial and banking advice and counseling through a team approach to Trustmark's "BEST" clients.
- Perform additional duties as assigned.
Qualifications
