PRIVATE CLIENT RM II

Employment Type: Regular Full/Part Time: Full Time Division: Investment Advisors Location: Five Points - Sarasota, Sarasota, FLGENERAL FUNCTION:
Manage or share in the management of customer relationships with the guidance of more experienced Private Client Relationship Managers. The incumbent provides full service banking to selected high income/high net worth individuals.ESSENTIAL DUTIES & RESPONSIBILITIES:
Meeting the credit needs of individuals in the selected market segment

Provides deposit accounts and related fee services to assigned customer base

Consults and directs customers to company specialists for advice and implementation (Brokerage, Investment Management)

Cross-sells all trust and retail services not directly provided by incumbent

Builds a referral network to ensure stream of new business prospectsSUPERVISORY RESPONSIBILITIES:
Not applicable Job RequirementsMINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:BS/BA with concentration in business, finance, accounting or equivalent training and experience. (MBA, CFA, CFP, SERIES 7, 63)
Formal credit training or 3 to 5 years' experience in granting credit to affluent individuals or small-to-medium sized business
Excellent interpersonal, oral and written communication skillsE.O.E., M/F/D/V