Private Banker (safe) 1
Provides full-service banking to high value customers and oversees a portfolio of simple and/or packaged-product account relationships. Consults with customers regarding financial needs, recommends product/solutions, and financial services to meet those needs. Additionally, resolves inquiries, opens and services accounts within authorized limits such as checking, savings, credit/loan and identifies and refers investment opportunities. Partners and/or acts as a liaison to other internal departments. Cross-sells products and services to existing clients. Continually builds a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
State Life Insurance, Series 7 and 66 or 7 and 63 licenses required. Series 65 license where required by the state in which the position is located. Positions in Regional Banking also require 1+ years experience in a Personal Banker Registered (SAFE) job or 3+ years corporate consumer, mortgage or private banking experience.
This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.