| Location: |
CA-Los Angeles Multiple Locations in the San Fernando Valley including Agoura Hills, West Hills, Thousand Oaks
West Coast (CA, OR, WA, AK & HI) |
| Salary Range: |
50,000 |
| Bonus & Incentives: |
A flexible and comprehensive benefits package |
| Position Responsibilities: |
Manages banking relationships with affluent community banking customers. Consults with customers regarding financial needs, recommends products and financial services including community banking products plus deposit and consumer credit solutions. WIll prepare loan document packages for credit review and underwriting, will open and service accounts within approved limits. Will Identify cross-sell opportunities for clients and effectively coordinate with other bank business partners to evaluate those opportunities. Monitor changing needs and recommend strategies that utilize company products and services. Develop customer base through cross-selling products and servicing current clients. Develop new business through interaction with external resources. Monitor and keep abreast of changing market conditions in order to properly manage relationships with clients. Must have a working knowledge of consumer deposit and credit products and have an understanding of sophisticated affluent and high net worth clients. |
| Education and Certifications/Licenses: |
Bachelors, Must have Series 7, prefer series 66 |
| Mandatory Minimum Qualifications: |
Must have a series 7 license and authorization/ ability to sell securities in California.
Must have experience and successful track record as a private banker in working with the affluent community. Prteferred experience would be in the greater San Fernando Valley area. |
| Preferred Qualifications: |
|
| Additional Comments: |
|
| Benefits: |
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
No |
Apply On-line for this Job
(click here): |
You must be registered to apply for jobs on-line. Register now.
If this job is not an exact match you can tell us the details of your dream job and we can notify you when it is available. But you must be registered to do this. Please click here to register now. |
|
