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Senior Private Bank Wealth Management Lending Officer (Sr. PB WM LO) -
The Sr. PB WM LO is aligned to a group of Private Bank Client Teams within a Private Bank market. They partner closely with Private Bank client teams as part of one team that delivers exceptional client care. The Sr. PB WM LO responds to client inquiries and introductions that are generated from both their own contacts and from their aligned Private Bank client teams. The Sr. PB WM LO provides lending solutions, service and expertise clients need to achieve their financial goals.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Skills:
Client Solutions Advisory
Collaboration
Data Privacy and Protection
Influence
Networking
Attention to Detail
Client Management
Credit Documentation Requirements
Customer and Client Focus
Problem Solving
Active Listening
Causation Analysis
Conflict Management
Loan Structuring
Referral Management
Minimum Education Requirement: Bachelor’s degree in related field
Shift:1st shift (United States of America)
Hours Per Week: 40
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