Job Information
County National Bank Private Banking Officer - (Hillsdale) in Hillsdale, Michigan
County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance."
We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.
CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as Private Banking Officer ON-SITE for our Hillsdale Market.
JOB SUMMARY
This position has extensive interaction with high-net-worth bank clients and prospects requiring tact and persuasiveness in presenting the bank's position. Regular interaction with bank clients and prospects in social settings requiring sophistication to represent the bank positively within the communities we serve. This position is responsible for the growth and business development of account relationships with professionals and their businesses including but not limited to medical, dental, law, accounting and construction, as well as persons with significant wealth. This individual will actively refer clients to County National Bank's Wealth Management Department. The Officer will have routine interaction with the Commercial and Retail Banking staff, Credit, Compliance and others as needed.
DUTIES
Meets or exceeds sales revenue goals by selling and cross-selling bank products and services to retail, mortgage and small business clients that satisfy the financial needs and goals of the client; refers qualified client leads to the Wealth Management Department, Mortgage, and Business Banking.
Works with prospective and existing clients to assess potential overall banking needs.
Develops strategies to market and deliver private banking services to high-net-worth individuals.
Serves as trusted advisor for individuals in the community.
Acquires appropriate balance of deposit and fee relationships with all loan relationships in order to meet pers