Private Banking Associate I, Sarasota, FL en 1st Source Bank

POSITION SUMMARY
 Responsible for managing high net worth client relationships under the direction of a seasoned banker/relationship banker.

• Responsible for meeting the client’s needs (ie., consumer banking related, lending, research, etc.) on a daily basis.
• Proactively makes phone calls to existing high net worth clients and provides consultative advice to enhance, grow and retain client relationships.
• Responsible for handling loan applications; including processing and proper documentation (ie., regulatory and compliance) for review by seasoned banker.                                                                    
• Works in tandem with the seasoned banker/relationship manager in coordinating the loan closing for high net worth clientele.
• Opens new accounts, CD’s, loans, cross-sells bank services in order to enhance, grow and retain client relationships.
• Completes monthly reports and maintains department records as requested.
• Completes all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.

• Two (2) - four (4) year or more of banking experience preferred.
• Some lending knowledge in commercial and consumer lending preferred.
• Knowledge of operating systems (i.e., Decision Pro, Desktop, CBS, Nautlius) preferred.
• Good PC skills--proficiency in Microsoft Word and Excel essential.
• Professional and customer service oriented.
• Ability to work independently and has good time management skills.
• Ability to handle multiple tasks in a fast-paced environment.
• Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
• High degree of attention to detail and sense of urgency.
• Good written and verbal communication skills.

EDUCATION
Bachelor’s Degree preferred.

TRAVEL REQUIREMENTS
Ability to travel to all locations as needed for meetings, projects, training as needed.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT
MS Office PC, fax, phone and standard office equipment.