Area(s) of Interest Advisory services, Commercial banking Your Job Offer solutions and advice on all aspects of wealth management for high-net worth clients and their families. Provide financial expertise and the framework to support the current generations'' needs to grow their wealth for the benefit of future generations and, in many cases, philanthropic organizations. Rigorously apply processes and procedures to properly analyze clients'' needs, and establish an integrated and profitable financial strategy with them. Provide exemplary service and a clientcentric experience that aligns with our wealth management service values. Build client and internal partner relationships based on trust. Structure traditional and common credit requests utilizing our automated lending platform (SAP). Be responsible for the sustainability of the relationship with your clients and ensure profitability of your clients'' portfolios. Involve appropriate specialists/parties in the relationship to properly meet, anticipate and exceed clients'' needs. Negotiate terms and conditions for files that conform to risk management standards and profitability criteria. Help the Bank grow its portfolio share and increase profitability by providing clients with banking solutions tailored to their profile and goals. Manage a credit portfolio while strictly applying the Banks risk management standards. Your Team As part of the Commercial & Private Banking 1859 sector, you will report to the Regional Vice President. Our team stands out for its industry and market expertise. Prerequisites Bachelor''s degree in a related field and ten (5) years of relevant experience, or Master''s degree in a related field and six (3) years of relevant experience. CFP or PFP designation. Knowledge of financing and banking products/services in both personal and commercial banking. Exceptional customer service, sales, business development, and negotiations experience. Excellent interpersonal skills with the ability to build strong relationships. Accessible, convenient, proactive, clientcentric, agile, and accountable. Leadership abilities, autonomy, perseverance, teamwork. Benefits Health and wellness program, including many options. Employee Share Ownership Plan. Employee and family assistance program. Preferential banking services. Involvement in community initiatives. Virtual sleep clinic. #J-18808-Ljbffr
Job Title
Private Banker