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Stock Yards Bank & Trust · 2 days ago

Private Banking Relationship Manager

Louisville, KY

Part-time

Onsite

Entry, Mid Level

2+ years exp

Stock Yards Bank & Trust is a financial institution that provides a range of banking services. The Private Banking Relationship Manager is responsible for managing client relationships, providing personalized financial services, and developing new business within the affluent customer segment.

Responsibilities

Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures

Supports all functions that maintain compliance with regulatory agencies

Provide extensive personalized service to customers with specific or special banking needs

Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner

Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share

Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB’s market share within the affluent customer segment

Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files

Evaluate loan requests and approve credits within approved authority

Submit credit requests above authorized limits to Division Manager

Support Bank’s commitment to community involvement by serving on external charitable Board of Directors and by attending functions

Perform other duties as assigned