Job Description

Private Banking Relationship Manager: Heber City, UT

Zions Bank

We are looking for a Private Bank Relationship Manager in Heber City, Utah. This role acts as the principal account and relationship manager for high net-worth clients.

Private Banking brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients. The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We are dedicated to supporting each of our client's immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients.

Responsibilities

• Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.
• Focus on generating, managing, and servicing high net-worth/affluent clients.
• Responsible for generating, retaining, and expanding business in all of the following areas: loan and deposit products, wealth management.
• Wealth management services including investment, trust, and insurance referrals; commercial loans, consumer loans, and treasury services.
• Responsible for credit analysis and proper loan structuring.
• Maintain a high level of client satisfaction.
• Source and develop new client leads through existing clients and referrals from other bank departments and divisions.
• Build strong partnerships with all divisions inside the bank.
• Call on existing relationships to review portfolios and make recommendations for exclusive private banking products.
• Take on additional responsibilities as needed to ensure the success and profitability of the team and the bank.

Qualifications

• Requires a bachelors degree and 2+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
• Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services.
• Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment.
• Ability to display sound judgment in complicated client situations.
• Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills.
• Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients.
• Strong interpersonal and communication skills, both verbal and written.
• Commitment to a high degree of service quality while acting as a trusted advisor.
• Intermediate computer skills including the MS Office Suite.

Benefits

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales
• Industries
• Banking

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