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GreenState Credit Union · 1 day ago

Private Banking Relationship Manager

Naperville, IL

Full-time

Onsite

Mid, Senior Level

$108K/yr - $127K/yr

5+ years exp

GreenState Credit Union is committed to creating lasting value for its members and communities. The Private Banking Relationship Manager is responsible for delivering advanced financial solutions to high-net-worth members while managing a substantial portfolio and ensuring exceptional service through collaboration with internal partners.

BankingFinanceFinancial Services

Responsibilities

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision

Demonstrates a positive member service (internal and external) focus at all times

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities

Ensures confidentiality of member information

Supports a diverse and inclusive work environment

Develop and maintain strong relationships with high-net-worth members to understand their financial goals and deliver personalized solutions

Provide tailored financial guidance and connect members with appropriate products and services, including investment strategies, credit solutions, and estate planning resources

Manage and grow a substantial portfolio of high-net-worth accounts, ensuring exceptional services and proactive engagement

Identify opportunities to deepen relationships and expand wallet share through consultative conversations and needs-based solutions

Collaborate with internal partners to coordinate delivery of products and services and support cross-selling initiatives

Build and maintain effective partnerships across business lines to ensure seamless service for members

Participate in initiatives that enhance private banking programs and member experience; provide feedback and recommendations for process improvements

Stay informed on industry trends and best practices to support member needs and maintain competitive offerings

Ensure compliance with all regulatory requirements and internal policies related to private banking activities

Assess member risk profiles and apply established guidelines to recommend appropriate solutions and mitigate risk

Performs other duties as assigned

Qualification

Client relationship managementBusiness developmentFinancial acumenInvestment products knowledgeWealth management experienceAnalytical skillsProfessional imageInterpersonal skillsCommunication skillsPositive attitude