Trustmark
Private Banking Relationship Manager I
Trustmark, Houston, Texas, United States, 77246
Private Banking Relationship Manager I
Location
US-TX-Houston
Job ID
2024-17679
Category
Private Banking
Type
Regular Full-Time
Job Grade
14
FLSA Status
Exempt
Working Hours
8am - 5pm
Job Location: Company
Montgomery Co - Private Banking - 13096
Overview
Provide a concierge delivery of financial services through a superior level of hands-on contact for the "BEST" 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.Responsibilities
Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests
Services a loan portfolio, including credit and collateral exceptions and past duesWork with partners to provide deposit solutions and other retail services to meet the needs of our clientsWork with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary servicesCoordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.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 a team approach to Trustmark's "BEST" clients.Perform additional duties as assigned.Qualifications
Four-year college education or equivalent work experience.5 years banking experience or related work experience to include previous lending experienceKnowledgeable of Private Banking and the bank financial products and servicesKnowledge of deposit and loan products, as well as bank policyKnowledge of document preparation and new accounts systemsKnowledge of negotiable instrumentsComplete understanding of the requirements of properly securing a loanFamiliar with state and federal regulations and bank policies relating to creditKnowledge of sales principlesKnowledge of Basic investment strategies implemented by High net worth clientsKnowledge of Basic estate planning strategies implemented by High net worth clientsKnowledge of Basic insurance strategies implemented by High net worth clientsSuperior judgment in making loan decisionsExperience dealing with sophisticated clienteleExperience in recognizing and handling troubled loans and problem customersThorough knowledge and understanding of loan and deposit debits and creditsStrong analytical abilityAdvanced interpersonal skillsMust possess effective verbal and written communication skillsProven ability to build relationshipsCustomer contact and sales and service skillsAbility to work with othersAbility to lead the work of othersPrefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experienceBank branch work preferredPrevious investment experience with 7, 63 or 66, and insurance licensure preferred
Location
US-TX-Houston
Job ID
2024-17679
Category
Private Banking
Type
Regular Full-Time
Job Grade
14
FLSA Status
Exempt
Working Hours
8am - 5pm
Job Location: Company
Montgomery Co - Private Banking - 13096
Overview
Provide a concierge delivery of financial services through a superior level of hands-on contact for the "BEST" 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.Responsibilities
Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert. Seek advice and guidance on complex credit requests
Services a loan portfolio, including credit and collateral exceptions and past duesWork with partners to provide deposit solutions and other retail services to meet the needs of our clientsWork with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary servicesCoordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and solutions.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 a team approach to Trustmark's "BEST" clients.Perform additional duties as assigned.Qualifications
Four-year college education or equivalent work experience.5 years banking experience or related work experience to include previous lending experienceKnowledgeable of Private Banking and the bank financial products and servicesKnowledge of deposit and loan products, as well as bank policyKnowledge of document preparation and new accounts systemsKnowledge of negotiable instrumentsComplete understanding of the requirements of properly securing a loanFamiliar with state and federal regulations and bank policies relating to creditKnowledge of sales principlesKnowledge of Basic investment strategies implemented by High net worth clientsKnowledge of Basic estate planning strategies implemented by High net worth clientsKnowledge of Basic insurance strategies implemented by High net worth clientsSuperior judgment in making loan decisionsExperience dealing with sophisticated clienteleExperience in recognizing and handling troubled loans and problem customersThorough knowledge and understanding of loan and deposit debits and creditsStrong analytical abilityAdvanced interpersonal skillsMust possess effective verbal and written communication skillsProven ability to build relationshipsCustomer contact and sales and service skillsAbility to work with othersAbility to lead the work of othersPrefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experienceBank branch work preferredPrevious investment experience with 7, 63 or 66, and insurance licensure preferred