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Lakewood Ohio Full Time Posted: Wednesday, 23 May 2018
 
 

Since 1935, First Federal Lakewood has been committed to helping Ohio residents and businesses achieve their financial goals by actively listening to and understanding their needs. As the largest independent mutual bank headquartered in Ohio, we make decisions to benefit our customers, not shareholders. We strive to consistently offer the highest quality financial products and services, while reinvesting resources into the local economy to help build a stronger community. Our vision for the future is as clear and as strong today as it was when we first opened our doors in 1935: to grow stronger, maintain stability, and continue to put our customers and the community first in every decision we make.

Position Summary:

The Private Banking Relationship Manager builds relationships and rapport with clients and potential clients through the appropriate profiling and sale of products and services to fit their needs. The banker's job is mix of sales and customer service. The person also serves as a liaison with other banks, corporate clients and retail clients.

Duties and Responsibilities:

  1. Adds value as a key member of the Private Banking Services team; understands the financials of businesses (across industries) and of clients (personal financial statements).
  2. Speaks to clients and centers-of-influence regularly.
  3. Monitor and manage client relationship and asks questions to determine a client's investment strategies.
  4. Promotes the bank's products and services to help clients meet their financial goals.
  5. Answers queries that the client may have about the bank's products or services.
  6. Develops and maintains existing client relationships and the needs of the wealthy clients and caters to those requirements.
  7. Cultivates and develops a new client base by identifying and contacting existing or prospective customers and promotes the bank services.
  8. Complies with all regulatory requirements and works within the framework of regulations.
  9. Does regular analysis and review of the client portfolio.
  10. Other duties as required.

Necessary competencies:

  1. Adaptability
  2. Communication skills
  3. Customer service
  4. Interpersonal skills
  5. Job knowledge
  6. Judgment
  7. Planning and organization

Technical Expertise:

  1. Experience in private banking, particularly lending, is required.
  2. Experience with laws, regulations, and guidelines related to lending, is required.
  3. Experience in finance or banking industry is preferred.
  4. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Encompass, Cleartouch, OnBase, various government and investor software/web portals is preferred.

Education and Experience:

  1. Education: Bachelor's degree in business administration, finance or mathematics is required; Master's degree is preferred.
  2. Years of experience: 7 to 10 years is required.
  3. Years of experience supervising: 3 to 5 years.

Physical Environment:

  • While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
  • The employee must occasionally lift and/or move up to 25 pounds.
  • The noise level in the work environment is usually quiet to moderate.
  • This position is performed in an office setting, five days a week with typical work hours being 8.00am through 5.00pm.

Lakewood Ohio, United States of America
Finance
HR & Recruiting Manager
CB
5/23/2018 8:02:57 AM

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