Trustmark
Private Banking Relationship Manager II
Trustmark, Houston, Texas, United States, 77246
Private Banking Relationship Manager II
Location
US-TX-Houston
Job ID
2024-17661
Category
Private Banking
Type
Regular Full-Time
Job Grade
15
FLSA Status
Exempt
Working Hours
8am - 5pm
Job Location: Company
Houston Tanglewood
Overview
Provide a concierge delivery of financial services through a superior level of hands-on contact to customers of the Bank. These clients are high income earners or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. This position supports the Tangelwood/Houston, TX area. Responsibilities
Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Provide advice and guidance to subordinate officers on complex credit decisions. Service a loan portfolio, including credit and collateral exceptions and past dues Work with partner to provide deposit related solutions and other retail services to meet the needs of our clients Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and products Maintain professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further professional development Provide financial and banking advice and counseling through team to Trustmark's "BEST" clients. Perform additional duties as assigned. Qualifications
Four-year college education or equivalent work experience. 7 years banking experience or related work experience to include previous lending experience Thorough knowledge of Private Banking and the bank financial products and services Knowledge of deposit and loan products, as well as bank policy Knowledge of document preparation and new accounts systems Thorough knowledge of negotiable instruments Complete understanding of the requirements of properly securing a loan Advanced knowledge of state and federal regulations and bank policies relating to credit Knowledge of sales principles Knowledge of intermediate investment strategies implemented by High net worth clients Knowledge of intermediate estate planning strategies implemented by High net worth clients Knowledge of intermediate insurance strategies implemented by High net worth clients Superior judgment in making loan decisions Experience dealing with sophisticated clientele Experience in recognizing and handling troubled loans and problem customers Thorough knowledge and understanding of loan and deposit debits and credits Strong analytical ability Advanced interpersonal skills Must possess effective verbal and written communication skills Proven ability to build relationships Customer contact and sales and service skills Ability to lead the work of others Ability to work with others Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience Preferably commercial lending banking experience or related work Previous investment experience with 7, 63 or 66, and insurance licensure preferred
Location
US-TX-Houston
Job ID
2024-17661
Category
Private Banking
Type
Regular Full-Time
Job Grade
15
FLSA Status
Exempt
Working Hours
8am - 5pm
Job Location: Company
Houston Tanglewood
Overview
Provide a concierge delivery of financial services through a superior level of hands-on contact to customers of the Bank. These clients are high income earners or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic. This position supports the Tangelwood/Houston, TX area. Responsibilities
Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Provide advice and guidance to subordinate officers on complex credit decisions. Service a loan portfolio, including credit and collateral exceptions and past dues Work with partner to provide deposit related solutions and other retail services to meet the needs of our clients Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and products Maintain professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further professional development Provide financial and banking advice and counseling through team to Trustmark's "BEST" clients. Perform additional duties as assigned. Qualifications
Four-year college education or equivalent work experience. 7 years banking experience or related work experience to include previous lending experience Thorough knowledge of Private Banking and the bank financial products and services Knowledge of deposit and loan products, as well as bank policy Knowledge of document preparation and new accounts systems Thorough knowledge of negotiable instruments Complete understanding of the requirements of properly securing a loan Advanced knowledge of state and federal regulations and bank policies relating to credit Knowledge of sales principles Knowledge of intermediate investment strategies implemented by High net worth clients Knowledge of intermediate estate planning strategies implemented by High net worth clients Knowledge of intermediate insurance strategies implemented by High net worth clients Superior judgment in making loan decisions Experience dealing with sophisticated clientele Experience in recognizing and handling troubled loans and problem customers Thorough knowledge and understanding of loan and deposit debits and credits Strong analytical ability Advanced interpersonal skills Must possess effective verbal and written communication skills Proven ability to build relationships Customer contact and sales and service skills Ability to lead the work of others Ability to work with others Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience Preferably commercial lending banking experience or related work Previous investment experience with 7, 63 or 66, and insurance licensure preferred