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Private Banker – Up to $90K – Nashville, TN – Job # 1518

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Private Banker role to be based in the greater Nashville, TN area. The selected candidate will be responsible for business development of new high-value clients and depository clients and effective portfolio management of all private banking clients.

The position includes a generous salary of up to $90K and excellent benefits package.

Private Banker responsibilities include:

  • Generating new private loan and deposit relationships. Deploying an end to end sales process, primarily through regular face-to-face client engagements, to maximize their services usage, loan, and business opportunities, including needs assessment, in-depth discovery meetings, one-on-one solution presentations, execution of solution plans, and ongoing client communication
  • Identifying, evaluating and authorizing/recommending approval or denial of private banking opportunities.
  • Proactively attracting, deepening and managing comprehensive financial relationships within the affluent segment.
  • Assisting in the development of promotional strategies to meet business development goals; working with the Marketing Department to develop promotional materials.
  • Delivering a distinguished client experience for the affluent market that supports the bank’s values through a consultative, customized needs-based approach and proactive long-term relationship management.
  • Cultivating deep referral networks through active community involvement and professional group affiliations to source new affluent clients and proactively address client needs.
  • Conducting research on financial market conditions to determine good opportunities to meet private banking revenue goals.
  • Implementing a calling program that includes contacting existing customers to maintain and expand banking relationships and contacting prospective customers to develop new business.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • College Degree / Business, Finance, Accounting, Real Estate, Economics preferred.
  • Six or more years of experience developing and managing relationships with high net worth clients plus hands-on experience in applying deep credit expertise, working knowledge of investment portfolios and trust solutions.
  • Ability to foster and maintain private banking relationships with a high level of competency.
  • Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust and banking solutions to high net worth individuals, families, and institutions.
  • Ability to apply credit expertise, and identify risk, within a specific commercial banking industry or vertical.
  • Ability to complete necessary analysis and documentation to achieve credit actions related to Private Banker’s existing portfolio (e.g., structure, waivers, and modifications).
  • Formal credit training a plus.
  • College Degree / Business, Finance, Accounting, Real Estate, Economics preferred.
  • Proficient in Microsoft Office products with advanced knowledge financial analysis and modeling.

The next step is yours.  Email us your current resume along with the position you are considering to:

resumes@symicorgroup.com

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