Sr. Private Banking Officer - First Financial Bank - Kettering, OH
First Financial Bank 121 evaluations – Kettering, OH
In case you are and certified for this position, we invite you to use.
Acts because the central relationship lead for a choose group of shoppers which have minimal investable belongings of $1 million dollars. Manages the shopper’s full banking relationship throughout the corporate. Features because the shopper’s private advocate to inner companions, including worth by means of the power to determine shopper wants, analyze buyer info, outline objectives and construct plans and make shopper suggestions. Serves as the primary level of contact for private banking and credit score recommendation, in addition to offering efficient wealth management monetary options.
Owns delivering an built-in suite of options designed to deal with monetary wants of present relationships, in addition to being actively concerned in new shopper acquisitions and new enterprise improvement. Acquires new shoppers by following the sales course of and by actively soliciting referrals and creating different inner and exterior sources.
Success shall be measured by one’s potential to satisfy income objectives and ship ongoing shopper satisfaction and retention targets.
Important Features/Duties:
- In depth product information and wonderful sales and relationship management expertise.
- Typical Shopper Income* is between $three and $5 million.
- The income can be the general e-book of enterprise and never anybody single shopper.
- Persistently robust performer.
- Develops and strengthens shopper relationships inside the shopper phase described above.
- Seeks new enterprise alternatives for all strains of enterprise all through the bank.
- Grows revenues in accordance with agreed upon objectives.
- Maintains wonderful ranges of shopper service by executing a shopper request/answer inside a selected turnaround time. Shopper suggestions scores will probably be used to assist measure the extent of shopper service.
- Participates in ongoing inner and shopper dealing with routines comparable to however not restricted to annual tiered shopper contact necessities, to incorporate compliance and regulatory actions.
- Successfully interface with inner companions, akin to however not restricted to Credit score, Deposits, Mortgage, Investments, Brokerage, and Small Enterprise Banking to ship wants based mostly options.
- Helps our knowledge based mostly marketing strategy and built-in sales course of.
- Executes inside applicable danger and compliance tips
Minimal Information, Expertise, and Talents Wanted to Carry out Important Features of the Job:
- Excellent written and oral communication expertise are required.
- Skilled information in banking providers, to incorporate credit score is required.
- Superior information of wealth management services is required.
- Enterprise and technical experience are crucial; to incorporate wants evaluation, planning and evaluation expertise is required.
- Confirmed capacity to handle and ship leads to a posh surroundings is required.
- Sometimes has at the very least 6 years of shopper dealing with sales and relationship management expertise with demonstrated capacity to develop income and ship glad shoppers.
- Sometimes has a minimum of 6 years of banking and associated monetary providers expertise.
- Confirmed compliance report at earlier roles is required.
- FFB expertise is most popular, however not required.
- Excessive Faculty Diploma required.
- Collection 7, 6, 63 license or completion inside 90 days of begin date required.
- CFP designation most popular, however not required.
- Bachelor’s diploma most popular, however not required.
Compliance Assertion: The affiliate is chargeable for assembly all compliance necessities imposed on First Financial Bank by State and Federal regulation and regulation, in addition to all associated First Financial Bank insurance policies and procedures. This consists of all Bank Secrecy Act, Anti-Cash Laundering, OFAC and Suspicious Exercise reporting necessities, in addition to all different lending and deposit compliance necessities. Improvement and Coaching (Elective):
- Financial Business Regulatory Authority (FINRA) and FFB persevering with schooling as applicable
- LI-FF
It’s our coverage to not discriminate towards any particular person in violation of federal, state, and native legal guidelines because it pertains to age, race, colour, faith, nationwide origin, intercourse, marital standing, being pregnant, gender id, incapacity, sexual orientation, genetic info, veteran/army service, or some other attribute protected by regulation.
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