Private Banking Relationship Manager II

Trustmark Bank
US - Texas - Houston
July 2, 2024

Overview:

Provide a concierge delivery of financial services through a superior level of hands-on contact to customers of the Bank. These clients are high income earners or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.

Responsibilities:

Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert.
Provide advice and guidance to subordinate officers on complex credit decisions.
Service a loan portfolio, including credit and collateral exceptions and past dues
Work with partner to provide deposit related solutions and other retail services to meet the needs of our clients
Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services
Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and products
Maintain professional community relations, including leadership roles, to increase the banks visibility and new business opportunities, and to further professional development
Provide financial and banking advice and counseling through team to Trustmarks BEST clients.
Perform additional duties as assigned.

Qualifications:

Four-year college education or equivalent work experience.
7 years banking experience or related work experience to include previous lending experience
Thorough knowledge of Private Banking and the bank financial products and services
Knowledge of deposit and loan products, as well as bank policy
Knowledge of document preparation and new accounts systems
Thorough knowledge of negotiable instruments
Complete understanding of the requirements of properly securing a loan
Advanced knowledge of state and federal regulations and bank policies relating to credit
Knowledge of sales principles
Knowledge of intermediate investment strategies implemented by High net worth clients
Knowledge of intermediate estate planning strategies implemented by High net worth clients
Knowledge of intermediate insurance strategies implemented by High net worth clients
Superior judgment in making loan decisions
Experience dealing with sophisticated clientele
Experience in recognizing and handling troubled loans and problem customers
Thorough knowledge and understanding of loan and deposit debits and credits
Strong analytical ability
Advanced interpersonal skills
Must possess effective verbal and written communication skills
Proven ability to build relationships
Customer contact and sales and service skills
Ability to lead the work of others
Ability to work with others
Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
Preferably commercial lending banking experience or related work
Previous investment experience with 7, 63 or 66, and insurance licensure preferred

Read the full job description and apply online on the recuiter's web-site

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