Wisconsin Bank & Trust
Wisconsin Bank & Trust is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes “Great Things Happen!”™
A Private Banker I provides full-service banking by originating, managing, and retaining client relationships with high net worth individuals.
Responsibilities
- Provides full-service banking to high value customers and oversees 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.
- Resolves inquiries, opens and services accounts with authorized limits such as checking, savings, credit/loan and identify and refer investment opportunities.
- Acts as a liaison to other internal departments.
- Cross-sells products to existing clients.
- Builds a network of internal and external sources and resources to further enhance the customer experience and meet customer’s needs.
- Grows and maintains existing clients, new business development, credit judgment, and loan structuring.
- Continues to develop product knowledge and technical expertise in order to originate, structure, and execute large transactions.
- Evaluates client’s financial data or investment objectives and recommends strategies based on the client’s risk profile and personal financial statements.
- Performs other duties as assigned.
Job Requirements
- Bachelor’s Degree in Finance, Accounting, Business, or related field.
- 3-5 years of corporate consumer, mortgage, or private banking experience.
- Strong understanding of all products and services applicable to target client segment.
- Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
- Knowledge in Microsoft Office (Word and Excel).
- Ability to develop sales and negotiation skills to be effective in business development. Can interact with and develop centers of influence and other referral sources.
- Identifies and resolves problems in a timely manner; develops alternative solutions; works well in group problem solving situations.
- Understands business implications of decisions; displays orientation to profitability; aligns work with strategic goals.
- Understands the basics of credit underwriting based on formal credit training.
- Pursues training and development opportunities; strives to continuously build knowledge and skills.
Scheduled Weekly Hours
40
Time Type
Full time
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