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Private Banking Relationship Mgr Job
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| Employer Name: Vanara |
SpiderID: 2235860 |
| Location: Houston, Texas |
Date Posted: 5/23/2008 |
| Wage: |
Category: Finance/Investment |
| Job Code: SAZW4037 |
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Job Description:
 A Fortune 500 company seeks a Private Banking Relationship Manager with 3-5 years of consultative sales experience. The candidate acquires and manages a portfolio of new and existing affluent consumer clients, (250,000-5 MM in investable assets). Provides financial solutions to include deposit, loan, mortgage, small business, and investment services. Develops sales strategies for maintaining and further penetrating existing client relationships including pre-call planning and post-call follow-up activities. Executes market sales and service strategies. Seeks business through referrals from existing client relationships and external networking opportunities. Combines consultative sales approach and financial expertise to create value-added solutions for clients. Uses system and tools to manage and work leads, contacts, and daily sales activities. Responsible for ensuring that all the financial needs of the affluent consumer and commercial client are met. Adhere to customer service protocols and process. Seeks feedback for improving personal performance and is accountable for monthly, quarterly, and yearly stated goals. Develops effective partnerships with internal lines of business. B.S. or B.A. is required. Insurance and Series 7 & 66 licenses are preferred or must be willing to obtain Series 7. Track record/experience in sales and customer service is needed. Lending experience is required. Small business sales experience is preferred. Knowledge and understanding of tax implication is required.
For further information, please visit us online at http://www.vanara.com
Please send your resume to Law Firm Staff at jobs@vanara.com
Apply Now
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required: 3
Education Required:
Overnight Travel:
Vacation Time:
Contact Information:
| Contact Name: Carleen Trapp |
Company Type: Recruiter |
| Company: Vanara |
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| City: Ephraim |
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| State: Utah |
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| Zip: |
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Web Site: http://www.vanara.com
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