Private Banking Relationship Manager Job

Employer Name: Vanara	SpiderID: 2250852
Location: Philadelphia, Pennsylvania	Date Posted: 6/3/2008
Wage:	Category: Finance/Investment
Job Code: CTSN5035

Job Description:

A Fortune 500 company seeks a Private Banking Relationship Manager with 3-5 years’ experience consultative sales experience. The candidate will be responsible for actively acquiring and managing a portfolio of new and existing affluent consumer clients with 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. Proactively 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. Effectively 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. Supports team members by providing information and education specific to Private Banking. Develops effective partnerships with internal lines of business. Strong track record of participation in community and civic activities. The candidate should have B.S. or B.A. and Insurance and Series 7 & 66 licenses. Should have proven track record/experience in sales and customer service. Lending experience required. Small business sales experience preferred. Working knowledge and understanding of tax implication required or must be willing to obtain. Actively has center of influence customer lists that can provide on-going portfolio of clients in the affluent community is required. Ability to build a revenue producing book of business utilizing internal and external sources of customers in the affluent segment is essential.

For further information, please visit us online at http://www.vanara.com

Please send your resume to Law Firm Staff at jobs@vanara.com

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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

City: Ephraim

State: Utah

Zip:

Web Site: http://www.vanara.com