Private Banking Account Executive at Leader Bank

Job description

Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $5 billion in assets, 450+ team members, 7 branch offices, and annual mortgage originations of over $5 billion. Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion. Summary Leader Bank is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At Leader Bank, we work hard and move quickly as a very coordinated team, if you are looking for an opportunity to grow and contribute in a fun, fast-paced environment. Leader Bank is seeking highly qualified individual who has an existing client base of high-net-worth private banking clients and enjoys acquiring and providing a full complement of services to well qualified clients. Essential Duties • Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits. • The individual will acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives. • The successful candidate must also be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment. • Build and maintain close relationships with clients and business partners. • Educate and present prospects, clients and partners on the benefits offered. • Provide concierge service experience to clients, including but not limited to; responding quickly to client and partner inquiries, providing financial guidance and develop personalized banking solutions for high-net worth clients and business partners. • Meet with clients and business partners in-person, virtually and through other networking opportunities, groups, events, etc. to build relationships and grow business. • Identify potential business opportunities through external referral sources. • Must work well individually and as a team to create strategies and marketing opportunities to help promote the brand. Skills • Maintain a high level of knowledge of bank policies and processes and provide quick and accurate responses to client and partner inquiries. • Must maintain a high level of understanding of products and services provided by the Bank. • Must be fluent in banking with experience working with high-net worth clients. • Sells and refers bank products and services within the guidelines established by the Bank. • Skilled in reaching out to prospects and partners to grow business. • Must maintain pipeline and actively manage prospect and client lists. • Conducts business in a professional manner. • Establishes and maintains a good working relationship with all personnel. • Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities. • Understands and adheres to security and compliance policies and procedures. • Complies with all aspects of the Bank Secrecy Act responsibilities include accurately completing Currency Transaction Reports (CTRs), adhering to the Customer Identification Program (CIP) Policy, reporting suspicious activity to your manager, and performing Office of Foreign Assets Control (OFAC) checks. • Performs any other duties as may be assigned from time to time by management. Requirements Include • Bachelor’s degree, CFP, CTFA a plus. • Minimum 10 years private client/private banking experience. • Entrepreneurial mindset, ability to think outside the box. • Specialty product knowledge a plus. • Independent contributor expected to manage own book of business as well as retain and effectively manage clients. • Strong verbal and written communication skills and interpersonal skills required. • General computer knowledge a must with prior banking applications experience preferred. • Ability to handle multiple priorities and poses a strong attention to detail. The base salary range below represents the low and high end of the Leader Bank salary range for this position. Actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Salary Minimum: $ 103,040.00 - Salary Max: $ 154,560.00 The range listed is just one component of Leader Bank’s total compensation package for team members. Other rewards may include annual bonuses, commissions, short- and long-term incentives, and program-specific awards. In addition, Leader Bank provides a variety of benefits to eligible team members, including health insurance coverage, a team member wellness program, life and disability insurance, a retirement savings plan, paid holidays and paid time off and vacation. Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class. Leader Bank is an E-Verify® participant. * For more information, click on the links below: everify.gov e-verify.gov * E-Verify® is a registered trademark of U.S. Department of Homeland Security

Requirements

Must-haves

Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits.
The individual will acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives.
The successful candidate must also be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment.
Build and maintain close relationships with clients and business partners.
Educate and present prospects, clients and partners on the benefits offered.
Meet with clients and business partners in-person, virtually and through other networking opportunities, groups, events, etc. to build relationships and grow business.
Identify potential business opportunities through external referral sources.
Must work well individually and as a team to create strategies and marketing opportunities to help promote the brand.
Maintain a high level of knowledge of bank policies and processes and provide quick and accurate responses to client and partner inquiries.
Must maintain a high level of understanding of products and services provided by the Bank.
Must be fluent in banking with experience working with high-net worth clients.
Sells and refers bank products and services within the guidelines established by the Bank.
Skilled in reaching out to prospects and partners to grow business.
Must maintain pipeline and actively manage prospect and client lists.
Conducts business in a professional manner.
Establishes and maintains a good working relationship with all personnel.
Participates in community projects and organizations as requested. Demonstrates a willingness to accept added duties and responsibilities.
Understands and adheres to security and compliance policies and procedures.
Performs any other duties as may be assigned from time to time by management.
Requirements Include
Minimum 10 years private client/private banking experience.

Nice-to-haves

Bachelor’s degree, CFP, CTFA a plus.
Specialty product knowledge a plus.
General computer knowledge a must with prior banking applications experience preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: paycom
Effort: medium

Benefits

Benefits detected in the listing.

Health Insurance

Paid Time Off

Wellness