What are the responsibilities and job description for the VP/SVP, Private Banking (ID:46293) position at Versique Executive, Professional & Interim Recruiting?
The Private Banker will provide sales and services to professional and executive clients and include significant business development activities. This position will assist with credit and deposit support, including underwriting, documentation, and credit administration for both personal and commercial loans. This position will produce high-quality professional service that is accurate and complete and fulfills the intended purpose of presenting a positive image to clients. Due to the nature of this position, a high level of professionalism must always be maintained.
Roles & Responsibilities
At Versique, we believe people are more than a resume. People invent, propel, unearth, and build. They transform teams, markets, industries, and bottom lines. People do more than fill an open position. They open greater potential. We're here to help fill your human potential and build your human capacity. The Versique brand represents a powerful combination of "versatile" and "unique," hinting at the concept of "search" in its pronunciation.
In 2023, Versique made the Inc. 5000 list of fastest-growing private companies, and the Minneapolis-St. Paul Business Journal's Fast 50 list for fastest-growing private companies in Minnesota. Additionally, for the past four years, Versique has been recognized as a Star Tribune Top Workplace and awarded a Best Place to Work in 2022 by the Minneapolis/St. Paul Business Journal, which speaks to the incredible culture we've fostered.
We believe people are the ultimate business advantage. Let's find your people together. And make the best possible.
Versique is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.
Roles & Responsibilities
- Retain and grow existing customer deposit and loan relationships and acquire new ones, including participating in outside client calls and handling customer inquiries.
- Resolve customer problems, obtain information, request record research, and follow up on details to resolve the matter to the customer's satisfaction.
- Generate new deposit accounts and cross-sell other ancillary products and services.
- Prepare preliminary client correspondence and customized professional presentation materials to support sales and marketing efforts.
- Participate in various professional associations and community activities to enhance the Bank's visibility and to further personal and professional development.
- Serve as the main contact for the Private Banking Department when clients come into the Bank and/or over the phone.
- Conduct activities consistent with established Bank policies, procedures, and systems, the Bank Employee Conduct policies, the Bank Secrecy Act, and all applicable state and federal laws and regulations.
- All employees are responsible for information security, including compliance with policies and standards that protect sensitive information.
- Minimum of three years of Private Banking experience in business development and customer relationship management.
- Above-average human relations and communication skills.
- Full knowledge of all retail banking, mortgage, and commercial services to sell the Bank's services.
- General knowledge of other bank services and must be able to refer clients to those areas.
- Ability to cope with pressure resulting from meeting deadlines.
- Ability to always present a positive image to clients.
- Ability to be flexible with the schedule with the ability to prioritize a variety of tasks.
- Bachelor's degree in business, finance, or related field
- Proficiency with MS Office Suite.
At Versique, we believe people are more than a resume. People invent, propel, unearth, and build. They transform teams, markets, industries, and bottom lines. People do more than fill an open position. They open greater potential. We're here to help fill your human potential and build your human capacity. The Versique brand represents a powerful combination of "versatile" and "unique," hinting at the concept of "search" in its pronunciation.
In 2023, Versique made the Inc. 5000 list of fastest-growing private companies, and the Minneapolis-St. Paul Business Journal's Fast 50 list for fastest-growing private companies in Minnesota. Additionally, for the past four years, Versique has been recognized as a Star Tribune Top Workplace and awarded a Best Place to Work in 2022 by the Minneapolis/St. Paul Business Journal, which speaks to the incredible culture we've fostered.
We believe people are the ultimate business advantage. Let's find your people together. And make the best possible.
Versique is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants regardless of race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.
