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Private Banking Relationship Manager

Company: Zions Bank
Location: Idaho Falls
Posted on: December 9, 2018

Job Description:

Private Banking Relationship Manager: Idaho Falls (Job Number:042961 )hours per week : 40DescriptionActs a the principal account and relationship manager for new and existing clients.Focuses on generating, managing and servicing a portfolio of clients.Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.Responsible for credit analysis and proper loan structuring.Responsible to maintain a high level of client satisfaction.Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.Calls on existing relationships to review portfolios and makes recommendations as needed.Other duties as assigned.QualificationsRequires a Bachelor's and 6+ years experience with lending, sales, banking products and services, or other directly related experience.A combination of education and experience may meet requirements.Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.Ability to display sound judgment.Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.Excellent interpersonal and communication skills, both verbal and written.Commitment to a high degree of service quality.Advanced computer skills including word processing and spreadsheet software.0Work LocationsIdaho-Idaho Falls-ID - Idaho Falls OfficePrivate BankingNov 8, 2018

Keywords: Zions Bank, Idaho Falls , Private Banking Relationship Manager, Executive , Idaho Falls, Idaho

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